Client Service Associate — Wealth Advisory Support

Morgan Stanley; Newtown Square (Delaware County); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley seeks a Registered Client Service Associate to support Financial Advisors and teams, building trusted client relationships and handling routine account tasks. You will assist with onboarding, digital tool enrollment, and client inquiries in a fast-paced environment.

Ideal candidates have strong interpersonal skills, dependability, and experience with Microsoft Office, with licensing requirements to be met.

Qualifications

• High School Diploma or equivalent.
• College degree preferred.
• 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

• Support FA/PWA/team in cultivating and enhancing client relationships.
• Execute money movement transactions as requested by the client/FA/PWA/team.
• Answer general non-investment questions about client accounts and balances.

Skills

Interpersonal skills

Client service

Time management

Team player

Education

High School Diploma/Equivalency

College degree preferred

Series 7 (GS)

Series 66 (AG/RA)

Series 63 (AG)

Series 65 (RA)

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

PowerPoint

Job description

Morgan Stanley seeks a Registered Client Service Associate to support Financial Advisors and teams, building trusted client relationships and handling routine account tasks. You will assist with onboarding, digital tool enrollment, and client inquiries in a fast-paced environment.

Ideal candidates have strong interpersonal skills, dependability, and experience with Microsoft Office, with licensing requirements to be met.