Wealth Client Services Associate - Relationship & Support

Morgan Stanley; Walnut Creek (CA); On-site; USD 87,100 - 94,700; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for internal mobility

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in Walnut Creek, California. In this role, you will provide exceptional service to clients, supporting Financial Advisors with their daily needs.

The ideal candidate will possess strong interpersonal skills, a high school diploma (college degree preferred), and required industry qualifications. This position offers competitive pay and extensive employee benefits.

Qualifications

• High School Diploma or equivalent is required.
• College degree is preferred.
• Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.

Responsibilities

• Provide client service coverage for Financial Advisors.
• Execute money movement transactions at client request.
• Assist clients with account related inquiries.
• Educate clients on digital tools offered by the company.

Skills

Detail oriented

Strong interpersonal skills

Advanced Microsoft Office skills

Knowledge of financial services products

Exceptional writing skills

Education

High School Diploma/Equivalency

College degree preferred

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

Job description

Morgan Stanley is seeking a Registered Client Service Associate in Walnut Creek, California. In this role, you will provide exceptional service to clients, supporting Financial Advisors with their daily needs.

The ideal candidate will possess strong interpersonal skills, a high school diploma (college degree preferred), and required industry qualifications. This position offers competitive pay and extensive employee benefits.