Client Service Associate
$34,320–$90,000 year
On-site · Oakland, California, United States
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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