Wealth Client Support Specialist

Socket.dev; Pasadena (CA); On-site; USD 34,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to deliver exceptional service to our advisory teams and clients, handling daily tasks and supporting FAs/PWAs with accuracy and discretion.

You will assist with account details, money movements, onboarding, digital tools, and client communications, while staying current on policies and procedures. Strong written and interpersonal skills are essential to succeed in a fast-paced, client-focused environment.

Qualifications

• High School Diploma or equivalency.
• College degree preferred.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.

Responsibilities

• Support FA/PWA/team in cultivating client relationships.
• Execute money movement transactions on request.
• Answer general client questions on accounts and balances.
• Enter profile information and prepare account documentation.
• Educate clients on digital tools and onboarding.

Skills

Client service

Microsoft Office

Communication

Interpersonal skills

Time management

Education

High School Diploma/Equivalency

College degree preferred

Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

2+ years industry experience

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to deliver exceptional service to our advisory teams and clients, handling daily tasks and supporting FAs/PWAs with accuracy and discretion.

You will assist with account details, money movements, onboarding, digital tools, and client communications, while staying current on policies and procedures. Strong written and interpersonal skills are essential to succeed in a fast-paced, client-focused environment.