Wealth Client Services Associate – Registered

PowerToFly; Los Angeles (CA); On-site; USD 34,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support for Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships with clients, handling routine inquiries, and processing documentation and transactions in a fast-paced environment.

Key responsibilities include servicing client accounts, coordinating with FAs/PWAs/teams, and maintaining up-to-date knowledge of policies and platforms.

Qualifications

• High School Diploma/Equivalency required or equivalent.
• College degree preferred for advancement.
• 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

• Provide service coverage for a FA/PWA/team.
• Execute money movement transactions as requested.
• Answer general questions about client accounts and balances.
• Enter profile information and documentation in clerical capacity.
• Educate or enroll clients in digital tools.
• Onboard and maintain client accounts.
• Provide clients with details about their account information.
• Support marketing and service initiatives.

Skills

Financial services knowledge

Interpersonal skills

Microsoft Office

Time management

Team player

Adaptability

Ability to multitask

Strong written communication

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support for Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships with clients, handling routine inquiries, and processing documentation and transactions in a fast-paced environment.

Key responsibilities include servicing client accounts, coordinating with FAs/PWAs/teams, and maintaining up-to-date knowledge of policies and platforms.