Wealth Client Services Associate

Morgan Stanley; Oxnard (CA); On-site; USD 34,320 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits

Employee support programs

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in Oxnard, CA to support Financial Advisors by providing exceptional client service and assisting with transactions. Candidates should have strong interpersonal skills and a background in financial services.

The ideal candidate will be detail-oriented, able to manage multiple tasks in a fast-paced environment, and possess a valid Series 7 license. Exceptional writing and organizational skills are required.

Qualifications

• High School Diploma or equivalency required.
• Preference for college degree or additional qualifications.
• Two or more years of industry experience preferred.

Responsibilities

• Assist clients with their everyday needs and inquiries.
• Provide administrative support for the FA/PWA/team.
• Onboard and maintain client accounts.

Skills

Interpersonal skills

Microsoft Office skills

Detail-oriented

Time management

Team player

Education

High School Diploma or Equivalency

College degree preferred

Active Series 7 and Series 66 or Series 63 and Series 65

Job description

Morgan Stanley is seeking a Registered Client Service Associate in Oxnard, CA to support Financial Advisors by providing exceptional client service and assisting with transactions. Candidates should have strong interpersonal skills and a background in financial services.

The ideal candidate will be detail-oriented, able to manage multiple tasks in a fast-paced environment, and possess a valid Series 7 license. Exceptional writing and organizational skills are required.