Morgan Stanley
Private Wealth Management Registered Client Service Associate
$34K–$90K
Long Beach, California · On-site · Full-time · Posted Sep 10, 2026
- Experience
- Two or more years of industry experience preferred.
- 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 servicing, transactions, onboarding, and scheduling.
What you'll do
- Support client relationships by handling account questions, money movement, account documentation, onboarding, and digital tool education.
- Provide administrative support, including calls, calendar and meeting coordination, travel itineraries, and expense reports.
- Support advisor business plans and marketing efforts, and stay current on firm policies, procedures, and platforms.
What they ask for
- Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
- High School Diploma/Equivalency.
- Knowledge of financial services products.
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
Nice to have
- College degree.
- Two or more years of industry experience.
Pay
$34,320 and $90,000 per year (base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Model-written summary · the original posting is authoritative