Wealth Client Services Associate

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

Job summary

Morgan Stanley in California seeks a Registered Client Service Associate to support Financial Advisors and teams. You will handle client inquiries, process money movements, enroll clients in digital tools, and maintain client accounts with accuracy and discretion.

Ideal candidates have a high school diploma (college degree preferred), securities licenses (Series 7/66 or 63/65), and 2+ years in financial services. Strong MS Office skills and excellent client service complete the profile.

Qualifications

• High School Diploma required; college degree preferred.
• Securities licenses (Series 7/66 or 63/65) required or preferred.
• 2+ years of industry experience preferred.

Responsibilities

• Provide service coverage for a FA/PWA/team, build client relationships, and handle account-related inquiries.
• Execute money movement transactions at client/FA/PWA instruction.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Maintain calendars, coordinate meetings, and prepare expense reports.
• Answer inbound/outbound calls and provide updates on service requests.

Skills

Interpersonal skills

Time management

Detail oriented

MS Office

Client service

Multitasking

Written communication

Education

High School Diploma

College degree preferred

Securities licenses (Series 7/66 or 63/65)

Tools

Microsoft Office

Zoom/Video conferencing

Job description

Morgan Stanley in California seeks a Registered Client Service Associate to support Financial Advisors and teams. You will handle client inquiries, process money movements, enroll clients in digital tools, and maintain client accounts with accuracy and discretion.

Ideal candidates have a high school diploma (college degree preferred), securities licenses (Series 7/66 or 63/65), and 2+ years in financial services. Strong MS Office skills and excellent client service complete the profile.