Morgan Stanley
Private Wealth Management Registered Client Service Associate
$35K–$90K
Los Angeles, California · On-site · Full-time · Posted Oct 21, 2026
- 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, Private Wealth Advisors, and their teams, including account servicing, money movement, client communications, and office coordination.
What you'll do
- Support client relationships by handling service requests, account information, money movement, onboarding, documentation, and order entry as directed.
- Help clients use digital tools and support advisor business plans, marketing, and service models.
- Handle administrative tasks such as calls, scheduling, meeting logistics, travel itineraries, expense reports, and filing.
What they ask for
- High School Diploma/Equivalency.
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
Nice to have
- College degree.
- Two or more years of industry experience.
Pay
$35,152 to $90,000 per year (USD), base salary
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative