Wealth Management Client Services Specialist

Socket.dev; Sacramento (CA); On-site; USD 50,000 - 85,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional service to our clients and support Financial Advisors, PWAs, and teams daily. The role builds trusted relationships through regular client interactions and requires a client-first mindset.

Responsibilities include onboarding and maintaining client accounts, educating clients on digital tools, and supporting business plans while staying current on policies and platforms.

Qualifications

• Education and experience requirements include a high school diploma or equivalent; college degree preferred.
• Active securities licenses as listed (Series 7, 66/63, 65) are expected or preferred.
• 2+ years of industry experience is preferred for this client support role.

Responsibilities

• Provide service coverage for a FA/PWA/team and support client relationships.
• Execute money movement transactions as requested by clients or team.
• Answer general non-investment questions about client accounts and balances.
• Enter client profile information and pre-fill account documentation as directed.
• Educate clients on digital tools and onboarding processes.
• Assist with onboarding and maintaining client accounts and documentation.
• Provide clients with details about account information and objectives.

Skills

Financial services knowledge

Detail oriented

Writing & interpersonal

Time management

Team player

Multi-tasking

Results driven

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 / Series 66 / Series 63 / Series 65

Two+ years industry experience preferred

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional service to our clients and support Financial Advisors, PWAs, and teams daily. The role builds trusted relationships through regular client interactions and requires a client-first mindset.

Responsibilities include onboarding and maintaining client accounts, educating clients on digital tools, and supporting business plans while staying current on policies and platforms.