Client Service Associate: Wealth Advisor Support

Morgan Stanley; Town of Greenwich (NY); On-site; USD 35,000 - 61,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth teams. You will help cultivate client relationships, handle money movements, and answer non-investment questions while staying current on policies and tools.

The role requires a High School diploma (College degree preferred) and offers competitive compensation with comprehensive benefits. Travel not required; dynamic, client-focused environment.

Qualifications

• High School Diploma/Equivalency required.
• College degree preferred; industry experience a plus.
• Willingness to obtain Series 7/66 or Series 63/65.

Responsibilities

• Support FAs/PWAs/teams in cultivating client relationships.
• Execute money movement transactions as requested.
• Answer general non-investment questions concerning accounts.
• Enter profile information and pre-fill account documents.
• Educate clients on digital tools (MSOnline, eSign).
• Support marketing efforts and website maintenance.
• Assist teams in delivering against business plans and client service models.
• Remain current on policies and new platforms.
• Participate in training or projects as directed by management.

Skills

Client service

Interpersonal skills

Time management

Microsoft Office

Team player

Multi-tasking

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office

Job description

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth teams. You will help cultivate client relationships, handle money movements, and answer non-investment questions while staying current on policies and tools.

The role requires a High School diploma (College degree preferred) and offers competitive compensation with comprehensive benefits. Travel not required; dynamic, client-focused environment.