Wealth Management Client Service Associate

Morgan Stanley; Mountain View (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 teams in Mountain View, CA. The candidate will assist with client relations, account documentation, and digital tools adoption, while providing accuracy and timely service.

Key duties include handling money movements, answering client questions, and maintaining schedules and documentation. Strong communication and organizational skills are essential.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses.
• Two+ years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, funds, annuities, and managed accounts.
• Strong MS Office skills; exceptional writing and client service abilities.

Responsibilities

• Provide service coverage for a FA/PWA/team; cultivate and enhance client relationships.
• Execute money movement transactions per client/FA/PWA/team requests.
• Answer general non-investment questions and relay account information (balances, positions).
• Enter profile information or pre-fill account docs as directed by the team.
• Educate or enroll clients in digital tools (MS Online, eSign, eAuthorization).
• Onboard and maintain client accounts, collecting required documentation.
• Assist with marketing efforts and website maintenance.
• Stay current on policies, procedures, and new platforms.
• Participate in training, projects, and other duties directed by management.

Skills

Client service

Interpersonal skills

Time management

Writing skills

Microsoft Office

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66 or 63/65 licenses

Tools

MS Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and teams in Mountain View, CA. The candidate will assist with client relations, account documentation, and digital tools adoption, while providing accuracy and timely service.

Key duties include handling money movements, answering client questions, and maintaining schedules and documentation. Strong communication and organizational skills are essential.