Wealth Management Client Services Specialist

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

Job summary

Morgan Stanley in Long Beach seeks a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors. You will help with day-to-day client needs, process money movements, maintain accounts, onboard clients, and educate them on digital tools while upholding firm policies.

This role emphasizes accuracy, strong interpersonal skills, and teamwork in a fast-paced environment with competitive base pay and potential incentives.

Qualifications

• High School Diploma or equivalent.
• College degree preferred.
• Active Series 7 (GS) and Series 66 or Series 63/65/licensing as applicable.
• Two or more years of industry experience preferred.

Responsibilities

• Support FA/PWA/team in cultivating client relationships.
• Execute money movement transactions as requested.
• Answer non-investment questions and relay account balances.
• Enter profile information and pre-fill documentation clerically.
• Educate clients in digital tools and onboarding processes.
• Onboard and maintain client accounts and documentation.

Skills

Financial products knowledge

Attention to detail

MS Office

Interpersonal skills

Time management

Team player

Adaptable

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

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

Tools

MS Office

Job description

Morgan Stanley in Long Beach seeks a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors. You will help with day-to-day client needs, process money movements, maintain accounts, onboard clients, and educate them on digital tools while upholding firm policies.

This role emphasizes accuracy, strong interpersonal skills, and teamwork in a fast-paced environment with competitive base pay and potential incentives.