Wealth Client Services Specialist

Morgan Stanley; Long Beach (CA); On-site; USD 34,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in Long Beach, CA to support Financial Advisors and Private Wealth Advisors by building client relationships and handling daily account tasks. You will process transactions, answer questions, onboard clients and promote digital tools, while staying current on policies and firm initiatives.

The role emphasizes strong interpersonal skills, client-first mindset, and collaborative teamwork in a fast-paced financial services environment.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active Series 7 and Series 66 (or Series 63/65) licenses.
• 2+ years of industry experience preferred.
• Familiarity with equities, bonds, options, mutual funds, annuities and insurance.

Responsibilities

• Provide service coverage for a FA/PWA/team including client relationship support.
• Execute money movement transactions as requested by clients or FA/PWA/team.
• Answer non-investment questions and relay account balances and positions.
• Onboard and maintain client accounts; educate clients on digital tools.
• Assist with marketing efforts and support the team’s business plan and client service model.
• Maintain current knowledge of policies, procedures and platforms.

Skills

Interpersonal skills

Client service oriented

Detail oriented

Microsoft Office

Team player

Time management

Adaptable

Education

High School Diploma or GED

College degree preferred

Active Series 7 (GS)

Series 66 (AG/RA) or Series 63/65

Tools

MS Office

Zoom

Job description

Morgan Stanley is seeking a Registered Client Service Associate in Long Beach, CA to support Financial Advisors and Private Wealth Advisors by building client relationships and handling daily account tasks. You will process transactions, answer questions, onboard clients and promote digital tools, while staying current on policies and firm initiatives.

The role emphasizes strong interpersonal skills, client-first mindset, and collaborative teamwork in a fast-paced financial services environment.