Wealth Client Support Specialist

Morgan Stanley; Santa Ana (CA); On-site; USD 34,320 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in Santa Ana, California. This role focuses on providing exceptional client service and supporting Financial Advisors. Successful candidates will build trusted relationships and assist clients with their everyday needs.

The position requires strong interpersonal skills, knowledge of financial products, and proficiency in Microsoft Office. Candidates should be detail-oriented and capable of working in a fast-paced environment.

The expected salary ranges from $34,320 to $90,000 annually, depending on experience and qualifications.

Qualifications

• Active Series 7 and Series 66 or Series 63 and Series 65 certifications are required.
• Two or more years of industry experience preferred.
• College degree is preferred.

Responsibilities

• Support the FA/PWA/team in client relationships.
• Execute money movement transactions.
• Educate clients on digital tools.
• Manage inbound and outbound calls.
• Maintain travel itineraries and prepare expense reports.

Skills

Knowledge of financial services products

Detail-oriented

Advanced Microsoft Office skills

Exceptional writing and client service skills

Time management skills

Team player

Ability to multitask

Goal-oriented and self-motivated

Education

High School Diploma/Equivalency

College degree preferred

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

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

Morgan Stanley is seeking a Registered Client Service Associate in Santa Ana, California. This role focuses on providing exceptional client service and supporting Financial Advisors. Successful candidates will build trusted relationships and assist clients with their everyday needs.

The position requires strong interpersonal skills, knowledge of financial products, and proficiency in Microsoft Office. Candidates should be detail-oriented and capable of working in a fast-paced environment.

The expected salary ranges from $34,320 to $90,000 annually, depending on experience and qualifications.