Wealth Client Services Associate

Morgan-Stanley; San Francisco (CA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley in San Francisco is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will build trusted client relationships through daily interactions, handle account questions, money movements, and onboarding.

The role requires 2+ years in financial services, active licenses (Series 7/66 or 63/65), and strong MS Office skills. You will work in a fast-paced team, deliver high-quality service, and support firm initiatives.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Active FINRA licenses: Series 7 and 66 or 63 and 65.
• 2+ years industry experience preferred; knowledge of financial products.
• Strong written, interpersonal, and client service skills.
• Advanced MS Office skills required.

Responsibilities

• Provide service coverage for FAs/PWAs/teams and handle client relationships.
• Execute money movement transactions and answer account questions.
• Educate clients on digital tools and onboard accounts.
• Perform clerical data entry and documentation tasks.
• Support marketing efforts and firm initiatives.
• Maintain calendars, travel, and expense reporting.

Skills

Client service

Interpersonal skills

Communication

Time management

Team collaboration

Adaptability

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office (Word/Excel/Outlook/PowerPoint)

Job description

Morgan Stanley in San Francisco is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will build trusted client relationships through daily interactions, handle account questions, money movements, and onboarding.

The role requires 2+ years in financial services, active licenses (Series 7/66 or 63/65), and strong MS Office skills. You will work in a fast-paced team, deliver high-quality service, and support firm initiatives.