Client Service Associate, Private Wealth Support

711 MS Smith Barney, LLC; Newtown Square (Delaware County); On-site; USD 52,000 - 75,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional support to Financial Advisors and clients in a fast-paced wealth management environment. You will handle account information, onboarding, and digital tool enrollment while maintaining high service standards.

The role requires Series 7/66 or 63/65 licensing, a high school diploma (college degree preferred), and 2+ years of industry experience. Proficiency in MS Office and written communication is essential.

Qualifications

• Strong knowledge of financial services products including equities, bonds, mutual funds, annuities, insurance and managed accounts.
• Detail oriented with excellent organizational skills and ability to prioritize.
• Advanced MS Office skills (Word, Excel, Outlook, PowerPoint).
• Exceptional writing, interpersonal and client service skills.

Responsibilities

• Support Financial Advisors/ PWAs/ teams in cultivating and enhancing client relationships.
• Execute money movement transactions at client/FA/PWA request.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information and pre-fill account documentation in a clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts including documentation collection.

Skills

Financial services knowledge

Interpersonal skills

Written communication

Time management

Team player

Multitasking

Customer service mindset

Education

High School Diploma/Equivalency

College degree preferred

Series 7 (GS)

Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional support to Financial Advisors and clients in a fast-paced wealth management environment. You will handle account information, onboarding, and digital tool enrollment while maintaining high service standards.

The role requires Series 7/66 or 63/65 licensing, a high school diploma (college degree preferred), and 2+ years of industry experience. Proficiency in MS Office and written communication is essential.