Wealth Client Services Associate

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

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in California to support Financial Advisors and Private Wealth Advisors in daily client service tasks. You will handle account information, money movements, onboarding, and education on digital tools while maintaining high-quality client relationships.

Role requires strong interpersonal and organizational skills, plus FINRA licenses. Join a collaborative team focused on client-first service and ongoing professional development

Qualifications

• Education and/or experience required as listed: high school diploma or equivalent; college degree preferred.
• Active FINRA licenses (Series 7 and Series 66 or Series 63 and Series 65) preferred.
• Strong knowledge of financial services products and client servicing expectations.

Responsibilities

• Provide client service coverage for FAs/PWAs/teams and support daily client interactions.
• Execute money movements and relay account information to clients and advisors.
• Onboard and maintain client accounts, collecting necessary documentation.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization) and ensure proper enrollment.
• Assist with scheduling, travel, and logistical tasks to support the team.
• Participate in firm initiatives and adhere to policies and procedures.

Skills

Client service

Interpersonal skills

Time management

Multitasking

Written communication

Attention to detail

Team orientation

Education

High School Diploma

College degree preferred

Active Series 7

Series 66

Series 63

Series 65

Tools

MSOnline

eSign

eAuthorization

MS Office (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley is seeking a Registered Client Service Associate in California to support Financial Advisors and Private Wealth Advisors in daily client service tasks. You will handle account information, money movements, onboarding, and education on digital tools while maintaining high-quality client relationships.

Role requires strong interpersonal and organizational skills, plus FINRA licenses. Join a collaborative team focused on client-first service and ongoing professional development