Wealth Client Services Specialist

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

Job summary

Morgan Stanley in Pasadena, CA is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. You will build trusted relationships through daily client interactions, leading with a client-first mindset.

Responsibilities include client support, administrative tasks, onboarding new accounts, processing routine transactions, and educating clients on digital tools.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) preferred.
• Two or more years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, and managed accounts.

Responsibilities

• Provide service coverage for a FA/PWA/team including cultivation and enhancement of client relationships.
• Execute money movement transactions as requested by clients or FA/PWA/team.
• Answer non-investment questions about client accounts and relay account balances.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts and collect required documentation.
• Assist with delivering against the business plan and client service model.
• Stay current on policies, procedures, and new platforms.

Skills

Client service

Interpersonal skills

Communication

Organization

Time management

Multitasking

Team player

Detail oriented

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66/63/65 licenses

Industry experience 2+ years

Tools

MS Office

Job description

Morgan Stanley in Pasadena, CA is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. You will build trusted relationships through daily client interactions, leading with a client-first mindset.

Responsibilities include client support, administrative tasks, onboarding new accounts, processing routine transactions, and educating clients on digital tools.