Wealth Management Client Services Specialist

Morgan-Stanley; Mountain View (CA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley in Mountain View seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will build trusted client relationships, assist with everyday needs, execute money movements, and relay account information as requested.

You will onboard clients, educate them on digital tools, manage calendars and administrative tasks, and contribute to team marketing efforts.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) preferred.
• 2+ years of industry experience is preferred.
• Strong knowledge of financial services products and a client-first mindset.

Responsibilities

• Provide client service coverage for FA/PWA/team and support daily activities.
• Execute money movement transactions and relay account information upon request.
• Answer non-investment questions and educate clients on digital tools.
• Onboard and maintain client accounts, collecting required documentation.
• Assist with in-office tasks, scheduling, and general administrative duties.

Skills

Client service

Interpersonal communication

Time management

Team collaboration

Adaptability

Goal oriented

Education

High School Diploma or equivalent

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in Mountain View seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will build trusted client relationships, assist with everyday needs, execute money movements, and relay account information as requested.

You will onboard clients, educate them on digital tools, manage calendars and administrative tasks, and contribute to team marketing efforts.