Wealth Management Client Service Associate

Morgan Stanley; San Mateo (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 in California. You will assist with client onboarding, inquiries, account management, and money movements while maintaining strong client relationships.

Ideal candidates hold a high school diploma (college degree preferred) and relevant securities licenses; proficiency in MS Office and excellent communication are essential for success in a fast-paced environment.

Qualifications

• Knowledge of financial services products including equities, bonds, funds and accounts.
• Detail oriented with strong organizational skills.
• Advanced Microsoft Office skills.

Responsibilities

• Provide Service Coverage For a FA/PWA/team including cultivating and enhancing client relationships.
• Execute money movement transactions on client instruction.
• Answer non-investment questions about client accounts and balances.
• Enter profile information and documents in clerical capacity as directed.

Skills

Financial products knowledge

Detail oriented

MS Office

Interpersonal skills

Time management

Team player

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 (GS), Series 66/63/65

Tools

MS Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in California. You will assist with client onboarding, inquiries, account management, and money movements while maintaining strong client relationships.

Ideal candidates hold a high school diploma (college degree preferred) and relevant securities licenses; proficiency in MS Office and excellent communication are essential for success in a fast-paced environment.