Morgan Stanley
Client Service Associate
$34K–$90K
Scotts Valley, California · On-site · Full-time · Posted Sep 2, 2026
- Education
- High School Diploma/Equivalency; college degree preferred.
About the job
Provides day-to-day client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including account-related assistance and client relationship support.
What you'll do
- Execute client-requested money movement transactions and answer general non-investment account questions.
- Support client relationships, account documentation, digital tool enrollment, and team marketing activities.
- Handle administrative tasks including calls, calendars, travel itineraries, expense reports, and in-office support.
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, interpersonal, writing, client service, and time-management skills.
Nice to have
- College degree.
- Industry experience.
Pay
$34,320.00 and $90,000.00 per year (USD; base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Model-written summary · the original posting is authoritative