Wealth Client Services Associate: Client-First Support

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

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in San Francisco to support Financial Advisors and teams, build trusted client relationships, and handle routine account-related tasks. The role emphasizes a client-first mindset, strong communication, and teamwork within a fast-paced environment.

Responsibilities include administering client accounts, processing money movements, educating clients on digital tools, and assisting with marketing initiatives, while staying current on

Qualifications

• High School Diploma or equivalent.
• 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

• Support FAs/PWAs/teams by cultivating client relationships.
• Execute money movement transactions as requested by clients or FA/PWA/team.
• Answer general non-investment questions about client accounts and pendings.
• Enter profile information or pre-fill account documents as directed.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts and collect required documents.
• Provide clients with account details and investment objectives information.
• Assist with marketing efforts and website updates.

Skills

Client service

Microsoft Office

Interpersonal skills

Time management

Team player

Education

High School Diploma or GED

College degree preferred

Series 7/66/63/65 licensed

Tools

MS Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate in San Francisco to support Financial Advisors and teams, build trusted client relationships, and handle routine account-related tasks. The role emphasizes a client-first mindset, strong communication, and teamwork within a fast-paced environment.

Responsibilities include administering client accounts, processing money movements, educating clients on digital tools, and assisting with marketing initiatives, while staying current on