Wealth Client Services Specialist

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

Benefits offered by this job

Benefits package

Job summary

Morgan Stanley in Santa Barbara, CA seeks an Registered Client Service Associate to provide exceptional client service and back up Financial Advisors and Private Wealth Advisors. You will support daily client needs, transactions, and account administration in a fast-paced wealth management environment.

Ideal candidates bring a high school diploma (college degree preferred), relevant licenses, and 2+ years of industry experience, with strong MS Office skills and client-focused communication.

Qualifications

• High school diploma or equivalent; college degree preferred.
• Active Series 7 (GS), Series 66 (AG/RA) or Series 63/65 licenses.
• Two or more years of industry experience preferred.
• Knowledge of financial services products and client accounts.

Responsibilities

• Provide service coverage for a FA/PWA/team, cultivate client relationships.
• Execute money movement transactions and relay account balances and positions.
• Enter profile information and assist with account documentation.
• Educate clients on digital tools and onboarding processes.
• Assist with calendar management, travel, and expense reports.
• Support marketing efforts and alignment with business plan.

Skills

Client service

Interpersonal skills

Time management

Team player

Communication

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66/63/65 licenses

Tools

Microsoft Office

MSOnline / eSign

Zoom

Job description

Morgan Stanley in Santa Barbara, CA seeks an Registered Client Service Associate to provide exceptional client service and back up Financial Advisors and Private Wealth Advisors. You will support daily client needs, transactions, and account administration in a fast-paced wealth management environment.

Ideal candidates bring a high school diploma (college degree preferred), relevant licenses, and 2+ years of industry experience, with strong MS Office skills and client-focused communication.