Wealth Client Services Associate

Morgan Stanley; Carlsbad (CA); On-site; USD 34,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation package

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support to Financial Advisors, PWAs and teams. You will handle account onboarding, education on digital tools, and routine inquiries, while maintaining strong relationships with clients.

The role emphasizes accurate clerical tasks, travel and calendar coordination, and collaboration with team members to execute the firm’s client service and business strategies.

Qualifications

• High School Diploma or equivalent required.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) are preferred.
• Two or more years of industry experience preferred.
• Knowledge of financial services products (equities, bonds, funds, etc.).
• Strong written, interpersonal and client service skills.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).

Responsibilities

• Provide service coverage for an FA/PWA/team.
• Execute money movement transactions as requested.
• Answer general non-investment questions on client accounts.
• Enter profile information and pre-fill documents in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Provide clients with details on account information (objectives, risk tolerance).
• Accept or enter unsolicited or solicited orders as directed.
• Support FAs/PWAs/teams’ marketing and business plans.
• Stay current on policies, procedures and new platforms.

Skills

Client service

Interpersonal skills

Written communication

Team player

multitask

Education

High School Diploma/Equivalency

Series 7 & Series 66/63/65 licenses

Tools

MS Office Suite

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support to Financial Advisors, PWAs and teams. You will handle account onboarding, education on digital tools, and routine inquiries, while maintaining strong relationships with clients.

The role emphasizes accurate clerical tasks, travel and calendar coordination, and collaboration with team members to execute the firm’s client service and business strategies.