Morgan Stanley
Private Wealth Management Senior Registered Client Service Associate
$35K–$90K
Los Angeles, California · On-site · Senior · Full-time · Posted Oct 7, 2026
- Experience
- At least 5 years of industry experience required.
- 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 client service and administrative support to financial advisors and private wealth teams, including account servicing, client communications, transactions, and office coordination.
What you'll do
- Support client relationships and service accounts, including money movement, account information, onboarding, and order entry as directed.
- Handle client calls, scheduling, meeting logistics, travel itineraries, expense reports, and general office support.
- Assist advisor teams with marketing, business plans, client service, and staying current on firm policies and platforms.
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 and advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
- Strong organizational, interpersonal, writing, client service, and time management skills; ability to prioritize, collaborate, adapt, and multitask.
Nice to have
- College degree.
- Demonstrated strong performance in current role for the prior 2 years, if applicable.
Pay
USD $35,120.00 to $90,000.00 per year base salary
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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