Wealth Client Services Associate

Morgan-Stanley; Chico (CA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors by delivering exceptional client service and handling daily account needs.

The role requires strong communication, organizational and multitasking abilities, with a focus on accuracy and professionalism. Candidates should be prepared to pursue securities licenses and participate in ongoing training.

Qualifications

• High School Diploma or equivalent required; College degree preferred
• Willingness to obtain Series 7/66 or Series 63/65 licenses
• Exceptional writing, interpersonal and client service skills
• Detail oriented with strong organizational and time-management abilities
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint)
• Team player comfortable in a fast-paced environment

Responsibilities

• Provide client service coverage for Financial Advisors/Private Wealth Advisors/teams
• Execute money movements and relay account information to clients and FAs/PWAs
• Educate clients on digital tools and assist with onboarding
• Support marketing efforts and help implement business plans
• Manage calendars, travel, expense reports, and general in-office tasks

Skills

Detail oriented

MS Office

Interpersonal skills

Time management

Writing skills

Team player

Multi-tasking

Education

High School Diploma/Equivalency

College degree preferred

License readiness (7/66/63/65)

Tools

MS Office

Job description

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors by delivering exceptional client service and handling daily account needs.

The role requires strong communication, organizational and multitasking abilities, with a focus on accuracy and professionalism. Candidates should be prepared to pursue securities licenses and participate in ongoing training.