Client Service Associate: Private Wealth Support

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Job summary

Morgan Stanley in New Jersey seeks a Registered Client Service Associate to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. You will build trusted relationships through daily client interactions and assist with routine account tasks.

Responsibilities include processing money movements, onboarding, account administration, and using digital tools. A HS diploma is required; 2+ years of industry experience preferred; Series licenses may be required.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• 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.

Responsibilities

• Provide service coverage for an FA/PWA/team including cultivating and enhancing client relationships.
• Execute money movement transactions at the request of the client and/or FA/PWA/team.
• Answer general non-investment questions concerning client accounts and balance details.
• Enter profile information or pre-fill account documentation as directed.

Skills

Client service

Interpersonal skills

Time management

Multitasking

Team player

Written communication

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in New Jersey seeks a Registered Client Service Associate to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. You will build trusted relationships through daily client interactions and assist with routine account tasks.

Responsibilities include processing money movements, onboarding, account administration, and using digital tools. A HS diploma is required; 2+ years of industry experience preferred; Series licenses may be required.