Client Service Associate - Wealth Advisory Support

711 MS Smith Barney, LLC; New Jersey; On-site; USD 33,113 - 90,000; Full time

Benefits offered by this job

Medical benefits

Paid time off

401(k)

Job summary

Morgan Stanley is seeking a Client Service Associate to provide exceptional client service and support for Financial Advisors and Private Wealth Advisors. You will handle client inquiries, process money movements, and assist with documentation and digital tools, while maintaining strong relationships and staying current on policies and procedures.

Training and education opportunities are offered, along with a comprehensive benefits package.

Qualifications

• High school diploma or equivalent required.
• College degree preferred.
• Experience in client service or financial services is a plus.
• Willingness to obtain securities licenses (Series 7/66/63/65) as applicable.

Responsibilities

• Provide client support for FAs/PWAs/teams, including greeting, information gathering, and relaying balances and positions.
• Execute money movement requests and manage non-investment inquiries.
• Enter profile information and pre-fill documents; assist with digital tools enrollment.
• Coordinate scheduling, travel, expense reports, and general office tasks.
• Support marketing activities and respond to evolving client service needs.

Skills

Interpersonal skills

Advanced Microsoft Office

Detail oriented

Team player

Time management

Multi-tasking

Written communication

Client service

Education

High School Diploma/Equivalency

College degree preferred

Tools

MSOnline

eSign

eAuthorization

Job description

Morgan Stanley is seeking a Client Service Associate to provide exceptional client service and support for Financial Advisors and Private Wealth Advisors. You will handle client inquiries, process money movements, and assist with documentation and digital tools, while maintaining strong relationships and staying current on policies and procedures.

Training and education opportunities are offered, along with a comprehensive benefits package.