Wealth Client Services Associate

Socket.dev; Oxnard (CA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley in the United States is seeking a Client Service Associate to provide exceptional service to Financial Advisors and teams. You will support client accounts, assist with money movements, and educate clients on digital tools while nurturing trusted relationships.

The role emphasizes organization, writing, and interpersonal skills, with responsibilities ranging from calendar management to expense processing.

Qualifications

• Requires High School Diploma or equivalent; college degree preferred.
• Experience and knowledge for client service and office support.
• Willingness to pursue Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).

Responsibilities

• Provide service coverage for FA/PWA/team and cultivate client relationships.
• Execute money movement transactions per client requests.
• Answer non-investment questions and relay stock positions and balances.
• Enter profile information and pre-fill documentation.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Support marketing and client service model delivery by FAs/PWAs/teams.
• Keep current on policies, procedures and platforms.
• Participate in training, projects and other duties per management.

Skills

Detail oriented

Advanced Microsoft Office

Writing and client service

Time management

Team player

Fast-paced environment

Adaptable

Motivated and driven

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in the United States is seeking a Client Service Associate to provide exceptional service to Financial Advisors and teams. You will support client accounts, assist with money movements, and educate clients on digital tools while nurturing trusted relationships.

The role emphasizes organization, writing, and interpersonal skills, with responsibilities ranging from calendar management to expense processing.