Wealth Management Client Experience Specialist

Morgan Stanley; San Jose (CA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process money movements, and answer non-investment questions while maintaining client accounts.

The role emphasizes strong interpersonal, organizational, and communication skills in a fast-paced financial services environment.

Qualifications

• Must have a high school diploma or equivalent.
• College degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two+ years of industry experience preferred.

Responsibilities

• Support FAs/PWAs/teams in cultivating client relationships.
• Execute money movement transactions per client/FA requests.
• Answer general non-investment questions about client accounts.
• Enter profile information and pre-fill documents in clerical capacity.
• Educate/enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documents.

Skills

Client relationships

Money movement

Interpersonal skills

Account knowledge

Written communication

Time management

Education

High School Diploma/Equivalency

College degree preferred

Series licenses (7/66 or 63/65)

Two+ years industry experience

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process money movements, and answer non-investment questions while maintaining client accounts.

The role emphasizes strong interpersonal, organizational, and communication skills in a fast-paced financial services environment.