Wealth Client Success Associate

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

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors, PWAs and teams on a daily basis in a fast-paced environment.

The role emphasizes building trusted client relationships, handling routine money movements, account documentation, digital tool enrollment, and close collaboration with the client service team. A strong service mindset and teamwork are essential.

Qualifications

• High School Diploma or equivalent is required.
• College degree preferred.
• Licensing: Active Series 7 and Series 66 or Series 63 and Series 65 may be required or preferred.

Responsibilities

• Provide service coverage for an FA/PWA/team, supporting client relationships and transactions.
• Answer general non-investment questions and relay account information.
• Onboard and maintain client accounts and educate clients on digital tools.
• Assist with scheduling, calendar management and travel itineraries.
• Support marketing efforts and contribute to business planning and client service model.

Skills

Interpersonal skills

Excellent written and verbal

Time management

Detail oriented

Client service

Communication skills

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 and Series 66 or Series 63 and Series 65

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors, PWAs and teams on a daily basis in a fast-paced environment.

The role emphasizes building trusted client relationships, handling routine money movements, account documentation, digital tool enrollment, and close collaboration with the client service team. A strong service mindset and teamwork are essential.