Client Service Specialist - Financial Advisory Support

PowerToFly; Latham (NY); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support client relationships and assist with the development and growth of business through the firm’s capabilities.

The role involves onboarding and maintaining client accounts, processing requests, and collaborating with Financial Advisors to deliver comprehensive service. Strong communication and knowledge of financial products are essential.

Qualifications

• Active securities licenses (Series 7, 66 or 63/65) are required or preferred.
• Two+ years of industry experience is preferred.
• High school diploma or equivalent required; college degree preferred.

Responsibilities

• Cultivate and enhance client relationships through active communication and handling inquiries.
• Identify and promote Morgan Stanley services and digital offerings to meet client needs.
• Onboard and maintain client accounts, including gathering documentation and processing transactions.
• Prepare client materials for meetings and review account alerts for action.

Skills

Industry knowledge

Client service

Effective communication

Microsoft Office

Detail oriented

Team player

Adaptability

Policy knowledge

Education

Series 7

Series 66

Series 63

Series 65

High School Diploma/Equivalency

College degree preferred

Tools

None

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support client relationships and assist with the development and growth of business through the firm’s capabilities.

The role involves onboarding and maintaining client accounts, processing requests, and collaborating with Financial Advisors to deliver comprehensive service. Strong communication and knowledge of financial products are essential.