Wealth Client Services Associate

Morgan Stanley; Sacramento (CA); On-site; USD 50,000 - 85,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in Sacramento, CA. The role focuses on building trusted client relationships and handling daily clerical tasks to support account management.

Responsibilities include processing money movements, onboarding clients, and educating clients on digital tools, while maintaining strong compliance with firm policies and procedures. A service-first mindset and teamwork are essential.

Qualifications

• High school diploma or equivalent; college degree preferred.
• Series 7 and Series 66 (or Series 63 and Series 65) licenses required.
• Two or more years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, funds, annuities.

Responsibilities

• Support Financial Advisors/Private Wealth Advisors/teams in cultivating client relationships.
• Execute money movements and respond to non-investment questions about accounts.
• Onboard and maintain client accounts, gather required documentation.
• Educate clients on digital tools and e-sign processes.
• Assist with marketing efforts and align with business plans.

Skills

Client service

Interpersonal skills

Microsoft Office

Time management

Detail oriented

Team player

Adaptable

Multitask

Communication

Education

High School Diploma

College degree preferred

Series 7

Series 66

Series 63

Series 65

2+ years industry experience

Tools

MS Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in Sacramento, CA. The role focuses on building trusted client relationships and handling daily clerical tasks to support account management.

Responsibilities include processing money movements, onboarding clients, and educating clients on digital tools, while maintaining strong compliance with firm policies and procedures. A service-first mindset and teamwork are essential.