Wealth Management Client Services Specialist

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

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and daily support to Financial Advisor teams. The role involves handling client inquiries, processing money movements, onboarding clients, and maintaining accurate account information.

The ideal candidate will have a high school diploma (college degree preferred), relevant licenses (Series 7/66 or 63/65), and 2+ years in financial services.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 are required or preferred depending on role.

Responsibilities

• Provide service coverage for a FA/PWA/team and support client relationships.
• Execute money movement transactions upon request.
• Answer non-investment questions about client accounts and balances.
• Enter profile information and prep documents in clerical capacity.
• Educate clients on digital tools (MSOnline, eSign).
• Onboard and maintain client accounts with required documentation.
• Provide clients with account information and objectives.
• Accept unsolicited or solicited orders as directed.
• Support marketing strategies and business plans.
• Stay current on policies and new platforms.
• Participate in training and firm initiatives.
• Answer inbound/outbound calls and manage service requests.
• Manage calendars and coordinate meetings with logistics.
• Prepare expense reports and reimbursements.
• Assist with general in-office support tasks.

Skills

Client service

Interpersonal skills

Time management

Multitasking

Organizational skills

Education

High School Diploma or Equivalency

College degree preferred

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

Tools

Microsoft Office

Excel

Outlook

PowerPoint

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and daily support to Financial Advisor teams. The role involves handling client inquiries, processing money movements, onboarding clients, and maintaining accurate account information.

The ideal candidate will have a high school diploma (college degree preferred), relevant licenses (Series 7/66 or 63/65), and 2+ years in financial services.