Morgan Stanley
Private Wealth Management Client Service Associate
$35K–$90K
Menlo Park, California +1 · On-site · Full-time · Posted Oct 21, 2026
- Location
- Menlo Park, California
San Francisco, California - Experience
- Two or more years of industry experience preferred.
- 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 and Private Wealth Advisors, helping clients manage account needs and maintain trusted relationships.
What you'll do
- Process client requests, resolve inquiries, onboard and maintain accounts, and handle transactions and account alerts.
- Prepare financial plans, reports, and meeting materials; support advisor business planning and client service delivery.
- Maintain marketing materials, plan client events, and perform administrative tasks such as meeting coordination and calendar maintenance.
What they ask for
- Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- High School Diploma/Equivalency.
- Strong writing, interpersonal, client service, organizational, and computer skills, including knowledge of Microsoft Office products.
- Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
Nice to have
- Two or more years of industry experience.
- College degree.
Pay
$35,152 and $90,000 per year (USD, base salary)
Tools
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
Model-written summary · the original posting is authoritative