Client Service Associate – Trusted Financial Support

Morgan Stanley; Tucson (AZ); On-site; USD 48,000 - 64,000; Full time

Job summary

Morgan Stanley in the United States is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by delivering exceptional client service and handling daily administrative tasks.

The role involves managing client relationships, processing transactions, onboarding clients, and supporting digital tools adoption while staying current with firm policies and platforms. Strong communication and organizational skills are essential.

Qualifications

• High School Diploma or equivalent.
• 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 a FA/PWA/team including.
• Executing money movement transactions at the request of the client and/or FA/PWA/team.
• Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances.
• Enter profile information or pre-fill account documentation on client accounts in a clerical capacity at the direction of the client and/or FA/PWA/team.
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team.
• Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance).
• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team.
• Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance).
• Assist FAs / PWAs/ teams in delivering against their business plan and client service model.

Skills

Client service

Detail oriented

Multitasking

Interpersonal skills

Team player

Writing skills

Adaptable

Fast-paced

Goal oriented

Results driven

Education

High School Diploma/Equivalency

Series 7

Series 66

Series 63

Series 65

Tools

Microsoft Office

Job description

Morgan Stanley in the United States is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by delivering exceptional client service and handling daily administrative tasks.

The role involves managing client relationships, processing transactions, onboarding clients, and supporting digital tools adoption while staying current with firm policies and platforms. Strong communication and organizational skills are essential.