Wealth Management Client Services Specialist

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

Job summary

Morgan Stanley in San Jose, CA seeks a Registered Client Service Associate to provide exceptional client support to Financial Advisors and Private Wealth Advisors. You will help cultivate relationships, process money movements, answer questions about accounts, and onboard clients to digital tools.

The role emphasizes accuracy, strong communication, and the ability to multi-task in a fast-paced environment, with opportunities for professional growth and exposure to a broad range of financial

Qualifications

• High School Diploma/Equivalency required or equivalent.
• College degree preferred for career growth.
• Active Series 7 and Series 66 or Series 63 and Series 65 required/preferred.
• Two+ years of industry experience preferred.
• Knowledge of financial services products (equities, bonds, funds, etc.).
• Excellent written and verbal communication; detail-oriented.
• Strong MS Office skills (Word, Excel, Outlook, PowerPoint).
• Must be a team player with strong time management and adaptability.

Responsibilities

• Provide client support for FAs/PWAs/teams and cultivate relationships.
• Execute money movements at client/FA/PWA request.
• Answer non-investment questions about accounts and balances.
• Enter profile info and documentation in clerical capacity.
• Educate/enroll clients in digital tools (MSOnline, eSign).
• Onboard and maintain client accounts; collect required docs.
• Assist with marketing initiatives and calendar coordination.
• Stay updated on policies, procedures and new platforms.

Skills

Client service

Interpersonal skills

Time management

Attention to detail

Finance knowledge

Microsoft Office

Writing skills

Team player

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 & Series 66 or Series 63 & Series 65

Tools

Microsoft Office Suite

Zoom

Job description

Morgan Stanley in San Jose, CA seeks a Registered Client Service Associate to provide exceptional client support to Financial Advisors and Private Wealth Advisors. You will help cultivate relationships, process money movements, answer questions about accounts, and onboard clients to digital tools.

The role emphasizes accuracy, strong communication, and the ability to multi-task in a fast-paced environment, with opportunities for professional growth and exposure to a broad range of financial