Wealth Management Client Services Associate

PowerToFly; San Mateo (CA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide outstanding service to clients and support Financial Advisors and Private Wealth Advisors. You will handle client inquiries, process transactions, and help manage accounts in a professional, client-first environment.

The role emphasizes accuracy, regulatory awareness, and collaboration within a fast-paced wealth management team. Strong MS Office skills and license requirements are expected.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) are expected or preferred.

Responsibilities

• Provide service coverage for a FA/PWA/team including cultivating and enhancing client relationships.
• Execute money movement transactions as requested by client/FA/PWA/team.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information and documents in clerical capacity as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts and collect required information.
• Provide clients with details on their account objectives and risk tolerance.
• Accept unsolicited or solicited orders in a clerical capacity as directed.
• Support FAs/PWAs/teams' marketing strategies.
• Assist teams in delivering against business plans and client service models.
• Stay current on policies, procedures, and new platforms.
• Participate in training, projects, and other duties as directed by management.

Skills

Financial products knowledge

Attention to detail

MS Office

Communication skills

Time management

Team player

Fast-paced environment

Multi-tasking

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 and Series 66/63/65 licenses

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide outstanding service to clients and support Financial Advisors and Private Wealth Advisors. You will handle client inquiries, process transactions, and help manage accounts in a professional, client-first environment.

The role emphasizes accuracy, regulatory awareness, and collaboration within a fast-paced wealth management team. Strong MS Office skills and license requirements are expected.