Morgan Stanley
Private Wealth Management Registered Client Service Associate
$34K–$90K
Long Beach, California · On-site · Full-time · Posted Oct 28, 2026
- Experience
- Two or more years of industry experience preferred.
- Education
- High School Diploma/Equivalency; college degree preferred.
About the job
Provides client service and administrative support to financial advisors and their teams, including account servicing, onboarding, transactions, and coordination.
What you'll do
- Support client relationships by handling account questions, money movement, account onboarding, documentation, and order entry as directed.
- Educate or enroll clients in digital tools and assist advisors with business plans, marketing, policies, and firm initiatives.
- Handle administrative work such as calls, calendar coordination, travel itineraries, expense reports, and office support.
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
$34,320 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