Wealth Management Client Services Associate

Morgan Stanley; Napa (CA); On-site; USD 75,000 - 110,000; Full time

Job summary

Morgan Stanley in the United States is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth teams with daily client-service activities and account administration. This role emphasizes professional client interactions, accurate data handling, and a proactive approach to assist FAs/PWAs in delivering service excellence.

The candidate will onboard clients, process routine transactions, educate clients on digital tools, and stay current on policies.

Qualifications

• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities and insurance.
• Detail oriented with strong organizational and prioritization skills.
• Advanced MS Office: Word, Excel, Outlook, PowerPoint.
• Strong writing, interpersonal and client service skills.
• Team player who collaborates in a fast-paced environment.
• Ability to multitask and adapt to change.

Responsibilities

• Provide service coverage for FA/PWA/team and support client relationships.
• Execute money movements as requested by clients.
• Answer non-investment questions about accounts and balances.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts; collect required documentation.
• Support marketing and business plan delivery for FAs/PWAs/teams.

Skills

Financial products knowledge

Interpersonal & client service

MS Office skills

Attention to detail

Team player

Multitasking ability

Education

High School Diploma/Equivalency

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

Two+ years industry experience

Job description

Morgan Stanley in the United States is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth teams with daily client-service activities and account administration. This role emphasizes professional client interactions, accurate data handling, and a proactive approach to assist FAs/PWAs in delivering service excellence.

The candidate will onboard clients, process routine transactions, educate clients on digital tools, and stay current on policies.