Wealth Client Services Associate – Advisor Support & Growth

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

Job summary

Morgan Stanley in Walnut Creek seeks a Registered Client Service Associate to provide exceptional client service, support Financial Advisors, and build trusted relationships. You will handle routine client inquiries, process transactions, and assist with account documentation.

The role requires knowledge of financial products, strong organizational skills, and proficiency with Microsoft Office. Two+ years in financial services and active Series 7/66 (or 63/65) licenses are preferred.

Qualifications

• High school diploma required; bachelor's preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) preferred.
• Two or more years of industry experience preferred.

Responsibilities

• Support FA/PWA/team by cultivating and enhancing client relationships.
• Execute money movement transactions on client instruction.
• Answer questions about accounts, balances, and positions.
• Enter profile data and pre-fill account documentation.
• Educate clients on digital tools and onboarding processes.
• Maintain client accounts and collect required documentation.
• Provide investment objectives and risk tolerance details to clients.
• Support marketing efforts and general firm initiatives.
• Stay updated on policies and new platforms.
• Assist with scheduling and administrative tasks.

Skills

Financial services knowledge

Interpersonal skills

Microsoft Office

Client service skills

Time management

Team player

Adaptable

Goal oriented

Attention to detail

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7, Series 66 or Series 63 and Series 65

Tools

Microsoft Office Suite

Job description

Morgan Stanley in Walnut Creek seeks a Registered Client Service Associate to provide exceptional client service, support Financial Advisors, and build trusted relationships. You will handle routine client inquiries, process transactions, and assist with account documentation.

The role requires knowledge of financial products, strong organizational skills, and proficiency with Microsoft Office. Two+ years in financial services and active Series 7/66 (or 63/65) licenses are preferred.