Wealth Management Client Services Specialist

PowerToFly; Long Beach (CA); On-site; USD 34,000 - 90,000; Full time

Job summary

Morgan Stanley in Long Beach, CA seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Teams. You will build trusted client relationships and handle daily client requests with a client-first mindset.

The role covers account setup, money movements, digital tool enrollment, and ongoing administration. A strong candidate will communicate clearly, manage time effectively, and collaborate across teams in a fast-paced environment.

Qualifications

• Knowledge of financial services products including equities, bonds, options, funds and insurance.
• Detail oriented with strong organizational skills and prioritization.
• Advanced MS Office skills and clear client communication.

Responsibilities

• Provide service cover for a FA/PWA/team and cultivate client relationships.
• Execute money movement transactions as requested by clients or team.
• Answer general client questions about accounts and balances.
• Enter profile information and pre-fill account documentation.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, obtaining required documentation.
• Provide clients with account information (objectives, risk tolerance).
• Accept or enter unsolicited/ solicited orders as directed.
• Support FAs/PWAs/teams' marketing and business plans.
• Stay current on policies, procedures and new platforms.
• Participate in training, projects and other duties as directed.

Skills

Financial products knowledge

Interpersonal skills

Time management

Team player

Adaptable

Goal oriented

Strong writing

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Two or more years of industry experience preferred

Tools

Microsoft Office

Job description

Morgan Stanley in Long Beach, CA seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Teams. You will build trusted client relationships and handle daily client requests with a client-first mindset.

The role covers account setup, money movements, digital tool enrollment, and ongoing administration. A strong candidate will communicate clearly, manage time effectively, and collaborate across teams in a fast-paced environment.