Client Service Associate – Wealth Management Support

Morgan Stanley; Conshohocken (Montgomery County); On-site; USD 38,000 - 60,000; Full time

Job summary

Morgan Stanley is seeking a diligent Registered Client Service Associate to provide excellent client service and support Financial Advisors, PWAs, and teams in daily activities from Conshohocken, PA. The role emphasizes accuracy, confidentiality, and timely responses to client needs.

Responsibilities include onboarding clients, processing transactions, educating clients on digital tools, and assisting with calendar and admin tasks.

Qualifications

• High School diploma or equivalent; college degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses.
• Two+ years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, funds, and managed accounts.

Responsibilities

• Provide service coverage for FA/PWA/team and assist with client inquiries.
• Execute money movement transactions as requested.
• Answer general non-investment questions and relay account balances.
• Onboard and maintain client accounts; collect required documentation.
• Educate or enroll clients in digital tools like MSOnline, eSign, eAuthorization.
• Support marketing efforts and stay current on policies and platforms.
• Handle admin tasks: calendar, calls, expense reports, travel logistics.
• Enter orders in clerical capacity as directed.

Skills

Client service

Interpersonal skills

Time management

Communication

Team player

Attention to detail

Education

High School Diploma

College degree preferred

Series 7/66 or 63/65 licenses

Tools

Microsoft Office

Excel

Outlook

PowerPoint

Job description

Morgan Stanley is seeking a diligent Registered Client Service Associate to provide excellent client service and support Financial Advisors, PWAs, and teams in daily activities from Conshohocken, PA. The role emphasizes accuracy, confidentiality, and timely responses to client needs.

Responsibilities include onboarding clients, processing transactions, educating clients on digital tools, and assisting with calendar and admin tasks.