Client Service Associate - Wealth Advisory Support

Morgan Stanley; Hyannis (MA); On-site; USD 22,041 - 59,236; Full time

Job summary

Morgan Stanley in Hyannis, MA is seeking a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors. The role centers on building trusted relationships through clear communication, accurate processing, and a client‑first mindset.

Key duties include processing money movements, onboarding and maintaining client accounts, educating clients on digital tools, schedule management, travel logistics, and general administrative support.

Qualifications

• High School Diploma or equivalent.
• College degree preferred.
• Active Series 7 (and Series 66 or Series 63/65) licensing is preferred.
• Two+ years of industry experience preferred.

Responsibilities

• Support Financial Advisors/teams in cultivating client relationships.
• Execute money movement transactions as requested.
• Answer non-investment questions about accounts and balances.
• Enter profile data and pre-fill documents in clerical capacity.
• Educate clients on digital tools such as MSOnline and eSign.
• Onboard and maintain client accounts with required documentation.
• Provide clients with account details and investment objectives.
• Assist with marketing and website updates for the team.
• Stay current on policies, procedures, and new platforms.
• Participate in training and special projects as directed.

Skills

Interpersonal skills

Time management

Multitasking

Communication

MS Office

Client service

Detail oriented

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7

Series 66 or 63/65

2+ years industry experience

Tools

MS Office Suite

Job description

Morgan Stanley in Hyannis, MA is seeking a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors. The role centers on building trusted relationships through clear communication, accurate processing, and a client‑first mindset.

Key duties include processing money movements, onboarding and maintaining client accounts, educating clients on digital tools, schedule management, travel logistics, and general administrative support.