Wealth Management Client Services Associate

711 MS Smith Barney, LLC; Walnut Creek (CA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support to Financial Advisors and Private Wealth Advisors. You will handle account questions, assist with money movements, onboarding, and digital tool adoption while maintaining accurate records and coordinating schedules.

The role emphasizes client-first service, strong interpersonal skills, and proficiency in MS Office within a fast-paced environment.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses.
• Two or more years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Detail oriented with strong organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Exceptional writing, interpersonal and client service skills.
• Strong time management skills.

Responsibilities

• Provide service coverage for a FA/PWA/team including: cultivating and enhancing client relationships; executing money movements; answering questions about accounts; entering profile information; onboarding and maintaining client accounts.
• Educate or enroll clients in digital tools (e.g. MSOnline, eSign, eAuthorization) and support marketing efforts.
• Assist FAs/PWAs/teams in delivering against their business plan and client service model; participate in firm initiatives and training.
• Answer inbound phone calls or making outbound calls with updates on service requests; manage calendars and travel arrangements; prepare expense reports and reimbursements.

Skills

Interpersonal skills

Client service

Time management

Fast-paced adaptability

Written communication

Education

High School Diploma/Equivalency

College degree preferred

Series 7

Series 66

Series 63

Series 65

Tools

MS Office Suite

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support to Financial Advisors and Private Wealth Advisors. You will handle account questions, assist with money movements, onboarding, and digital tool adoption while maintaining accurate records and coordinating schedules.

The role emphasizes client-first service, strong interpersonal skills, and proficiency in MS Office within a fast-paced environment.