Wealth Client Services Associate — Advisor Support

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

Job summary

Morgan Stanley is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships with a client-first mindset and requires strong interpersonal and organizational skills to handle daily requests and account-related tasks.

Responsibilities include coordinating client communications, processing money movements, assisting with account documentation, and educating clients on

Qualifications

• High School Diploma or equivalent is required.
• College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).

Responsibilities

• Provide Service Coverage For a FA/PWA/team Including: support client relationships; execute money movement transactions; answer general non-investment questions; enter profile information or pre-fill account documentation; educate/enroll clients in digital tools; support marketing strategy; assist teams in delivering against business plans; stay current on policies and platforms; participate in firm initiatives and other duties as directed.

Skills

Detail oriented

Interpersonal skills

Client service

Time management

Team player

Adaptable

Results driven

Self-motivated

Education

High School Diploma/Equivalency

College degree preferred

Industry experience (plus)

Licensing: Series 7/66 or 63/65

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships with a client-first mindset and requires strong interpersonal and organizational skills to handle daily requests and account-related tasks.

Responsibilities include coordinating client communications, processing money movements, assisting with account documentation, and educating clients on