Wealth Client Services Specialist

Morgan-Stanley; Sacramento (CA); On-site; USD 50,000 - 85,000; Full time

Job summary

Morgan Stanley in the United States is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth teams by handling account inquiries, money movements, and client onboarding. You will manage calendars, prepare expense reports, and educate clients on digital tools while building trusted relationships in a fast-paced, client‑focused environment.

A High School diploma is required; college degree preferred, with active Series 7 and Series 66 (or 63 and 65)

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.

Responsibilities

• Provide service coverage for FA/PWA/team, including cultivating client relationships.
• Execute money movement transactions and respond to client/account inquiries.
• Enter profile information and prepare documents in clerical capacity as directed.
• Onboard and maintain client accounts; educate clients on digital tools.
• Support marketing efforts and assist teams in achieving business plans.
• Answer inbound calls and manage calendars, travel, and expense reports.

Education

High School Diploma/Equivalency

College degree preferred

Series 7

Series 66

Series 63

Series 65

Tools

MS Office

Job description

Morgan Stanley in the United States is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth teams by handling account inquiries, money movements, and client onboarding. You will manage calendars, prepare expense reports, and educate clients on digital tools while building trusted relationships in a fast-paced, client‑focused environment.

A High School diploma is required; college degree preferred, with active Series 7 and Series 66 (or 63 and 65)