Registered Client Service Associate
$72,200–$85,000 year
On-site · Oakland, California, United States
Job Summary
Registered Client Service Associate at Morgan Stanley provides client service support to Financial Advisors and Private Wealth Advisors, executing money movement transactions, answering non-investment questions, onboarding and maintaining client accounts, and educating clients on digital tools. The role supports marketing efforts, calendar and travel logistics, expense processing, and in-office administrative duties, requiring strong communication, organizational, and MS Office skills. Relevant licenses include Series 7, 66, 63, or 65, with 2+ years of industry experience preferred.
Required Qualifications
- High School Diploma/Equivalency
- College degree preferred
- Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Two or more years of industry experience preferred
- Knowledge of financial services products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts)
- Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint)
- Exceptional writing, interpersonal and client service skills
- Strong time management and ability to prioritize
- Team player with collaboration skills
- Ability to work in fast-paced, evolving environment
- Goal oriented, self-motivated and results driven
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