Wealth Client Services Associate

711 MS Smith Barney, LLC; Main Street (CA); On-site; USD 75,000 - 110,000; Full time

Job summary

Morgan Stanley is seeking Registered Client Service Associates to provide exceptional client service and support Financial Advisors, PWAs, and teams. The role emphasizes a client-first mindset, relationship building, and handling daily client needs.

Key duties include account onboarding, educating clients on digital tools, processing transactions, and assisting with administrative functions while staying current on policies and platforms. Strong communication and organizational skills required.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Active Series 7 and either Series 66 (AG/RA) or Series 63 and Series 65 (RA) required.
• Two+ years of industry experience preferred.

Responsibilities

• Provide client support for FA/PWA/team and service client relationships.
• Execute money movement transactions at client/FAs request.
• Answer general non-investment questions about client accounts.

Skills

Series 7

Series 66

Series 63

Series 65

Office suite

Education

High School diploma

College degree preferred

Tools

MS Office

Word

Excel

PowerPoint

Job description

Morgan Stanley is seeking Registered Client Service Associates to provide exceptional client service and support Financial Advisors, PWAs, and teams. The role emphasizes a client-first mindset, relationship building, and handling daily client needs.

Key duties include account onboarding, educating clients on digital tools, processing transactions, and assisting with administrative functions while staying current on policies and platforms. Strong communication and organizational skills required.