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Financial Client Service Associate Jobs in California

Morgan Stanley

Client Service Associate

Menlo Park, CA · On-site

$34K/yr

Client Service Associates help shape the future of service by modernizing the client experience ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...

Morgan Stanley

Client Service Associate

Menlo Park, CA · On-site

$34K/yr

Client Service Associates help shape the future of service by modernizing the client experience ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...

Beacon Pointe Advisors

Client Service Associate

San Jose, CA · On-site

$17 - $23.50/hr

The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net ...

Cerity Partners

Client Service Associate

San Francisco, CA · On-site

$17 - $23.50/hr

Client Service Associate The Client Service Associate provides operational support to our Wealth ... Required Qualifications: * 2-3 years of experience in the Financial Services industry, preferably ...

RIA Recruiting

Client Service Associate

Los Gatos, CA · On-site

$80K - $100K/yr

Client Service Associate ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and ...

Cerity Partners

Client Service Associate

San Francisco, CA · On-site

$90 - $120/hr

The Client Service Associate provides operational support to our Wealth Advisors and/or Partners ... Required Qualifications:*** 2-3 years of experience in the Financial Services industry, preferably ...

RIA Recruiting

Client Service Associate

Ventura, CA · On-site

$70K - $110K/yr

Client Service Associate Screaming Eagle Wealth Management is a Wealth Management Firm in Ventura ... If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...

Cerity Partners

Client Service Associate

San Francisco, CA · On-site

$90K - $120K/yr

The Client Service Associate provides operational support to our Wealth Advisors and/or Partners ... Required Qualifications: * 2-3 years of experience in the Financial Services industry, preferably ...

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Financial Client Service Associate information

See California salary details

$13

$31

$66

How much do financial client service associate jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for financial client service associate in California is $31.54, according to ZipRecruiter salary data. Most workers in this role earn between $20.38 and $33.94 per hour, depending on experience, location, and employer.

What does a financial client service associate do in finance?

A financial client service associate provides support to clients by answering inquiries, processing transactions, and maintaining account information. They assist financial advisors with administrative tasks, ensure compliance with regulations, and often use customer relationship management (CRM) tools to deliver quality service. Strong communication skills and knowledge of financial products are essential for this role.

What cities in California are hiring for Financial Client Service Associate jobs?

Cities in California with the most Financial Client Service Associate job openings:

Financial Client Service Associate jobs near you
Infographic showing various Financial Client Service Associate job openings in California as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $65,611 per year, or $31.5 per hour.

Client Service Associate

Menlo Park, CA • On-site

Morgan Stanley
Finance and Insurance • 10K+ employees

8.4

Company rating: 8.4 out of 10

Based on 155 frontline employees who took The Breakroom Quiz

33rd of 151 rated financial services

People enjoy working here

Good employer

Recommended by students

Learn more about Morgan Stanleyexternal

$34K/yr

Other

Re-posted 28 days ago

Job description

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
We are seeking both Registered and Non-Registered Client Services Associates for our branches.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT

  • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
  • Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
  • Confirm authorization and authenticate client when processing requests
  • Onboard and maintain client accounts, including collecting client information and required documentation, processing money movement transactions as an example
  • Review and take appropriate action on client account alerts
OTHER
  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
  • Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
  • Proactively participate in firm initiatives directed by local management
  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
Additional responsibilities and requirements for a Registered Client Service Associate
  • Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
  • Prepare financial plans, client reports, and other materials for client meetings
  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience preferred
  • Strong industry, product, and branch procedures knowledge
  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Qualifications - External
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
  • High School Diploma/Equivalency
  • College degree preferred
  • Industry experience is a plus
  • Currently hold or willingness to obtain SIE, Series 7 and 66 (or 63 and 65)
Knowledge/Skills
  • Strong computer skills and knowledge of Microsoft Office products
  • Exceptional writing, interpersonal and client service skills
  • Detail orientated with superior organizational skills and ability to prioritize tasks
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Goal oriented, self-motivated and results driven
Reports to:
  • Business Service Manager

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $34,320 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Morgan Stanley logo

About Morgan Stanley

Sourced by ZipRecruiter

Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.

Industry

Finance and insurance and software development

Company size

10,000+ Employees

Headquarters location

New York, NY, US

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