Client Service Associate – Financial Advisory Support

711 MS Smith Barney, LLC; Champaign (IL); On-site; USD 21,000 - 60,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide expert client service and support to Financial Advisor teams. You will help cultivate relationships, process transactions, and relay account information to clients with accuracy and professionalism.

Responsibilities include onboarding and maintaining client accounts, educating clients on digital tools, and supporting marketing efforts.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities and insurance.

Responsibilities

• Support Financial Advisor(s)/Private Wealth Advisor(s)/teams in cultivating and enhancing client relationships.
• Execute money movement transactions as requested by clients or FA/PWA/team.
• Answer general non-investment questions about client accounts and provide balances and positions.

Skills

Financial services knowledge

Interpersonal skills

Microsoft Office proficiency

Client service excellence

Time management

Team collaboration

Multitasking

Goal orientation

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 & Series 66 or Series 63 & Series 65

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide expert client service and support to Financial Advisor teams. You will help cultivate relationships, process transactions, and relay account information to clients with accuracy and professionalism.

Responsibilities include onboarding and maintaining client accounts, educating clients on digital tools, and supporting marketing efforts.