Client Service & Wealth Support Associate

Morgan Stanley; Washington; On-site; USD 33,000 - 85,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid time off

Job summary

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors, handling client inquiries, account information, and money movements. The role emphasizes client-first service and strong relationship-building within a fast-paced financial services environment.

Responsibilities include managing calendars, travel itineraries, expense reports, and coordinating with teams on marketing and digital tools, as well as ongoing adherence to policies and

Qualifications

• College degree preferred Morgan Stanley EOE committed to diversifying its workforce.
• Industry experience is a plus
• Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills
• Detail orientated with superior organizational skills and ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Exceptional writing, interpersonal and client service skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task
• Goal oriented, self-motivated and results driven

Responsibilities

• Provide service coverage for a FA/PWA/team including: supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and/or FA/PWA
• Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance)
• Assist FAs/PWAs/teams in delivering against their business plan and client service model
• Remaining current on all policies, procedures and new platforms
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
• Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
• Managing the calendar including coordinating meetings or events with logistics such as material prep
• Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
• Assisting with general in-office support functions such as copying, filing and scanning documentation
• Preparing and submitting expense reports for processing at the direction of the FA/PWA

Skills

Interpersonal skills

Organizational skills

Microsoft Office

Writing skills

Team player

Ability to multi-task

Goal oriented

Self-motivated

Education

College degree preferred

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors, handling client inquiries, account information, and money movements. The role emphasizes client-first service and strong relationship-building within a fast-paced financial services environment.

Responsibilities include managing calendars, travel itineraries, expense reports, and coordinating with teams on marketing and digital tools, as well as ongoing adherence to policies and