Private Wealth Management Client Service Associate

Morgan Stanley



Walnut Creek, CA


Position summary

secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile

  • Confirm authorization and authenticate client when processing requests

  • Onboard and maintain client accounts, including collecting client information and required documentation, processing money movement transactions as an example

  • Review and take appropriate action on client account alerts


  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model

  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars

  • Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls

  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance

  • Proactively participate in firm initiatives directed by local management

  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors



Education and/or Experience

  • High School Diploma/Equivalency

  • College degree preferred

  • Industry experience is a plus

  • Willingness to obtain SIE, Series 7 and 66 (or 63 and 65


  • Strong computer skills and knowledge of Microsoft Office products

  • Exceptional writing, interpersonal and client service skills

  • Detail orientated with superior organizational skills and ability to prioritize tasks

  • Team player with the ability to collaborate with others

  • Ability to work in a fast-paced, evolving environment

  • Goal oriented, self-motivated and results driven

Reports to:

  • Business Service Manager

Expected base pay rates for the role will be between $35,000 - $85,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).