Wealth Client Services Specialist

Morgan Stanley; Newport Beach (CA); On-site; USD 72,000 - 90,000; Full time

Job summary

Morgan Stanley's Newport Beach office seeks a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors daily. The role emphasizes building trusted client relationships and a client-first mindset.

Responsibilities include handling money movements, account onboarding, and coordinating administrative tasks. The ideal candidate will have securities licenses and strong MS Office skills, with 2+ years of industry experience

Qualifications

• High School Diploma/Equivalency required; college degree preferred.
• Active securities licenses: Series 7 and Series 66 or Series 63/65; both preferred.
• Two+ years industry experience preferred.
• Knowledge of financial services products including equities, bonds, funds, annuities, and managed accounts.
• Advanced MS Office skills (Word, Excel, Outlook, PowerPoint).
• Strong writing, interpersonal and client service skills; ability to multitask.

Responsibilities

• Provide service coverage for a FA/PWA/team, cultivating and enhancing client relationships.
• Execute money movement transactions as requested by client/FA/PWA/team.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information and pre-fill account documentation as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, collecting required documentation.
• Provide clients with account information details (objectives, risk tolerance).
• Enter unsolicited or solicited orders as directed.
• Support FAs/PWAs/teams’ marketing strategies and business plans.
• Remain current on policies, procedures, and new platforms.
• Participate in training, projects, and other duties as directed by management.

Skills

Interpersonal skills

Client service

Time management

Written communication

Teamwork

Multitasking

Adaptability

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Series 7 (GS)

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

Tools

MS Office

Job description

Morgan Stanley's Newport Beach office seeks a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors daily. The role emphasizes building trusted client relationships and a client-first mindset.

Responsibilities include handling money movements, account onboarding, and coordinating administrative tasks. The ideal candidate will have securities licenses and strong MS Office skills, with 2+ years of industry experience