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Microsoft3 days ago

Client Service Associate

$34,320–$90,000 year

On-site · Oakland, California, United States

Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise

Job Summary

Client Service Associate at Morgan Stanley supports Financial Advisors and private wealth teams by delivering exceptional client service, handling money movement transactions, answering non-investment questions, enrolling clients in digital tools, assisting with calendar and travel logistics, and supporting marketing and client-service initiatives. The role requires strong interpersonal and written skills, proficiency with Microsoft Office, ability to prioritize, and a willingness to obtain necessary securities licenses. Base pay ranges from $34,320 to $90,000 annually, with potential for commissions and bonuses depending on position and performance. Office location is Oakland, CA, and typical work arrangement is in-person.

Required Qualifications

  • High School Diploma/Equivalency
  • College degree preferred
  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
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$34k – $90k / yr

Client Service Associate · Microsoft

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