Morgan Stanley
Client Service Associate
$35K–$90K
Chico, California · On-site · Full-time · Posted Oct 2, 2026
- Education
- High School Diploma/Equivalency; college degree preferred.
- Visa sponsorship
- Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
About the job
Provides day-to-day client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams.
What you'll do
- Support client relationships, process requested money movements, answer general non-investment account questions, and assist with account documentation and digital tools.
- Handle phone calls, calendars, meeting logistics, travel itineraries, expense reports, and general office support.
- Support team marketing and business plans, stay current on firm policies and platforms, and participate in firm initiatives and projects.
What they ask for
- High School Diploma/Equivalency.
- Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
- Strong organizational, prioritization, writing, interpersonal, client service, and time management skills.
Nice to have
- College degree.
- Industry experience.
Pay
$35,152 and $90,000 per year (base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative