Wealth Client Services Associate

PowerToFly; Long Beach (CA); On-site; USD 34,000 - 90,000; Full time

Job summary

Morgan Stanley in the United States is hiring Registered Client Service Associates to provide exceptional service to our clients and support Financial Advisors daily. You will build trusted relationships through regular interactions with a client‑first mindset and strong interpersonal skills.

You will handle account processing, onboarding, digital tool enrollment, and clerical tasks, while staying current on policies and procedures.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.

Responsibilities

• Support FA/PWA/team in cultivating client relationships.
• Execute money movement transactions as requested.
• Answer general non-investment questions about client accounts.
• Enter profile information and documents in clerical capacity.
• Educate or enroll clients in digital tools.
• Onboard and maintain client accounts.
• Provide clients with details about their accounts.
• Assist with marketing efforts and business plan delivery.
• Participate in firm initiatives and training programs.
• Maintain current policies and procedures.

Skills

Client service

Interpersonal skills

Attention to detail

Microsoft Office

Time management

Team player

Multitasking

Written communications

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7/66 or Series 63/65

2+ years industry experience

Tools

Microsoft Office

Job description

Morgan Stanley in the United States is hiring Registered Client Service Associates to provide exceptional service to our clients and support Financial Advisors daily. You will build trusted relationships through regular interactions with a client‑first mindset and strong interpersonal skills.

You will handle account processing, onboarding, digital tool enrollment, and clerical tasks, while staying current on policies and procedures.