Wealth Client Services Associate

711 MS Smith Barney, LLC; Newport Beach (CA); On-site; USD 34,000 - 90,000; Full time

Job summary

Morgan Stanley in Newport Beach, CA seeks a Registered Client Service Associate to support Financial Advisors and client relationships in a fast-paced, client-first environment. You will handle everyday requests, digital tool onboarding, and clerical account tasks to ensure accurate, timely service.

Ideal candidates have strong communication, organization, and teamwork skills, plus relevant Series licenses and industry experience. This role emphasizes service quality and ongoing learning.

Qualifications

• High School Diploma or equivalency required; college degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 credentials preferred.
• Two or more years of industry experience preferred.

Responsibilities

• Provide service coverage for FA/PWA/team and cultivate client relationships.
• Execute money movement transactions as requested by clients or team.
• Answer non-investment questions and relay account balances.
• Enter client profile information and pre-fill documentation clerically.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Provide clients with details on account information and objectives.
• Accept unsolicited or solicited orders under direction.
• Support FAs/PWAs/teams’ marketing and business plans.
• Stay current on policies and participate in training and projects.

Skills

Client service

Relationship building

MS Office

Communication skills

Time management

Team player

Detail oriented

Interpersonal skills

multitasking

Education

High School Diploma

College degree preferred

Series 7

Series 66

Series 63

Series 65

Tools

MSOnline

eSign

eAuthorization

Job description

Morgan Stanley in Newport Beach, CA seeks a Registered Client Service Associate to support Financial Advisors and client relationships in a fast-paced, client-first environment. You will handle everyday requests, digital tool onboarding, and clerical account tasks to ensure accurate, timely service.

Ideal candidates have strong communication, organization, and teamwork skills, plus relevant Series licenses and industry experience. This role emphasizes service quality and ongoing learning.