Wealth Client Services Associate

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

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in Westlake Village, CA. You will provide frontline client support for Financial Advisors and Private Wealth Advisors, handle money movements, and maintain client accounts with accuracy and confidentiality.

Strong interpersonal and organizational skills are essential. You will also participate in onboarding, educate clients on digital tools, and assist with marketing efforts while ensuring compliance with firm policies and

Qualifications

• Active Series 7 and Series 66 (or 63 and 65) licenses.
• Two or more years of industry experience preferred.

Responsibilities

• Provide client support and service coverage for a FA/PWA/team.
• Execute money movement transactions per client/FA/PWA instructions.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information and pre-fill account documentation in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Provide clients with account details such as objectives and risk tolerance.
• Assist with marketing efforts and website maintenance.
• Support teams in delivering business plans and client service models.
• Stay current on policies, procedures, and new platforms.
• Participate in training, education programs, and special projects.

Skills

Interpersonal communication

Customer service

Financial services knowledge

Microsoft Office

Time management

Education

High School Diploma/Equivalency

College degree preferred

Licenses: Series 7/66 or 63/65

Tools

MS Office (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley is seeking a Registered Client Service Associate in Westlake Village, CA. You will provide frontline client support for Financial Advisors and Private Wealth Advisors, handle money movements, and maintain client accounts with accuracy and confidentiality.

Strong interpersonal and organizational skills are essential. You will also participate in onboarding, educate clients on digital tools, and assist with marketing efforts while ensuring compliance with firm policies and