Client Service Associate, Financial Advisor Support

Morgan Stanley; Paramus (NJ); On-site; USD 33,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Prescription Drug coverage

Dental insurance

Vision insurance

Health Savings Account

401(k)

Job summary

Morgan Stanley seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in daily client service activities. You will help cultivate client relationships, manage account information, and handle clerical tasks to ensure accurate records.

Responsibilities include processing transactions, educating clients on digital tools, onboarding new accounts, and staying current with firm policies and platforms.

Qualifications

• Demonstrated client service experience in financial services.
• Strong written and verbal communication skills.
• Familiarity with securities products and regulatory requirements.

Responsibilities

• Provide service coverage for FA/PWA/team and cultivate client relationships.
• Process money movements and respond to client questions non-investment related.
• Assist with client onboarding, documentation, and digital tools enrollment.

Skills

Client service

Interpersonal skills

Time management

Written communication

Education

High School Diploma/Equivalency

College degree preferred

Series 7

Series 66/63/65

Tools

Microsoft Office

Job description

Morgan Stanley seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in daily client service activities. You will help cultivate client relationships, manage account information, and handle clerical tasks to ensure accurate records.

Responsibilities include processing transactions, educating clients on digital tools, onboarding new accounts, and staying current with firm policies and platforms.