Wealth Client Services Associate

Socket.dev

San Diego (CA)

On-site

USD 34,000 - 90,000

Full time

14 days+

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Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service and administrative support. You will manage client accounts, assist with money movements, and help educate clients on digital tools.

The role emphasizes relationship building, accuracy, and a client-first mindset in a fast-paced financial services environment.

Qualifications

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

Responsibilities

Provide service coverage for a FA/PWA/team including client relationship cultivation and support.
Execute money movement transactions per client requests.
Answer general non-investment questions about client accounts and balances.
Enter profile information and pre-fill account documentation as directed.
Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
Onboard and maintain client accounts with required documentation.
Provide clients with details around account information and objectives.
Accept or enter orders in a clerical capacity per direction.
Support marketing strategies and client service models for teams.
Stay current on policies, procedures and new platforms.
Participate in training, projects, and other duties as directed by management.