Client Service Associate, Financial Advisory Support

Morgan-Stanley; Charlotte (NC); On-site; USD 50,000 - 70,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in Charlotte to provide frontline client support for Financial Advisors and Private Wealth Advisors. The role involves handling money movements, answering account questions, onboarding clients, and maintaining documentation with a client-first mindset.

You will collaborate with FAs/PWAs, support marketing efforts, and stay current on policies and new platforms, while delivering high-quality service in a fast-paced environment.

Qualifications

• Education: High School Diploma or GED; college degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Two+ years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, mutual funds, and annuities.

Responsibilities

• Provide client support for FA/PWA/team, strengthening client relationships.
• Execute money movements and respond to non-investment account questions.
• Enter profile information and support documentation clerically.
• Onboard and maintain client accounts and educate clients on digital tools.
• Assist with marketing initiatives and maintain policy/training compliance.
• Coordinate calendars, calls, travel and expense reports; provide office support.

Skills

Interpersonal skills

Communication

Time management

Attention to detail

Teamwork

Education

High School Diploma or GED

College degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

PowerPoint

Job description

Morgan Stanley is seeking a Registered Client Service Associate in Charlotte to provide frontline client support for Financial Advisors and Private Wealth Advisors. The role involves handling money movements, answering account questions, onboarding clients, and maintaining documentation with a client-first mindset.

You will collaborate with FAs/PWAs, support marketing efforts, and stay current on policies and new platforms, while delivering high-quality service in a fast-paced environment.