Wealth Client Services Specialist

711 MS Smith Barney, LLC; California; Presencial; USD 34.000 - 90.000; Jornada completa

Descripción de la vacante

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in California. The role focuses on client relationship building, back-office tasks, and hands-on support across accounts, orders, and digital tools.

Ideal candidates will have strong communication, organization, and multitasking abilities, plus familiarity with financial products and a client-first mindset. On-site work in a fast-paced team environment is expected.

Formación

• Education and experience aligned with financial services: high school diploma or better; college preferred.
• Active securities licenses: Series 7 and Series 66 (or Series 63 and 65) are advantageous.
• Proven client service and administrative support experience.

Responsabilidades

• Provide service coverage for a FA/PWA/team and support client relationships.
• Handle money movements and account information with accuracy and discretion.
• Process inquiries, enroll clients in digital tools, and onboard new accounts.

Conocimientos

Client service

Interpersonal skills

Time management

Multitasking

Team player

Educación

High School Diploma/Equivalency

College degree preferred

Herramientas

MS Office

Excel

PowerPoint

Descripción del empleo

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in California. The role focuses on client relationship building, back-office tasks, and hands-on support across accounts, orders, and digital tools.

Ideal candidates will have strong communication, organization, and multitasking abilities, plus familiarity with financial products and a client-first mindset. On-site work in a fast-paced team environment is expected.