Client Service Associate — Financial Advisory Support

711 MS Smith Barney, LLC; Town of Middleton (WI); On-site; USD 2,066,000 - 5,630,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide dedicated service to clients and support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process money movements, and handle routine inquiries with a client-first mindset.

Responsibilities include account setup and maintenance, education on digital tools, and contributing to marketing efforts while staying current on policies and platforms.

Qualifications

• Education/Experience: High School Diploma or equivalency; college degree preferred.
• Licenses: Active Series 7 and Series 66 or Series 63 and Series 65 required.
• Knowledge: Financial services products including equities, bonds, options, mutual funds, annuities, insurance and managed accounts.

Responsibilities

• Provide client service coverage for FAs/PWAs/teams.
• Enter and maintain client account information and documentation.
• Educate clients on digital tools and onboarding processes.
• Assist with marketing efforts and client service model.
• Maintain up-to-date knowledge of policies, procedures, and platforms.

Skills

Interpersonal skills

Client service

Time management

Multitasking

Strong writing

Team collaboration

Excellent communication

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 (GS)

Series 66 (AG/RA) or Series 63 (AG)

Series 65 (RA)

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide dedicated service to clients and support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process money movements, and handle routine inquiries with a client-first mindset.

Responsibilities include account setup and maintenance, education on digital tools, and contributing to marketing efforts while staying current on policies and platforms.