Wealth Client Services Associate

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

Job summary

Morgan Stanley seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in daily client service activities. The role focuses on building trusted client relationships and assisting with routine account tasks.

Responsibilities include processing transactions, educating clients on digital tools, and maintaining accurate profile information. Strong interpersonal skills and a client-first mindset are essential.

Qualifications

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

Responsibilities

• Provide service coverage for a FA/PWA/team.
• Execute money movement transactions as requested by client or FA/PWA/team.
• Answer general non-investment questions on client accounts.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Maintain client account details and investment objectives for clients.

Skills

Relationship building

Interpersonal skills

Microsoft Office

Written communication

Team player

Multitasking

Customer service

Adaptability

Education

High School Diploma/Equivalency

FINRA Series 7/66 or 63/65

Tools

MS Office

Job description

Morgan Stanley seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in daily client service activities. The role focuses on building trusted client relationships and assisting with routine account tasks.

Responsibilities include processing transactions, educating clients on digital tools, and maintaining accurate profile information. Strong interpersonal skills and a client-first mindset are essential.