Client Services Associate: Financial Client Support

711 MS Smith Barney, LLC; Northfield (NJ); On-site; USD 32,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k)

Paid Time Off

Life Insurance

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support to Financial Advisors/Private Wealth Advisors and teams in New Jersey. The role focuses on cultivating client relationships, processing transactions, and maintaining client accounts with accuracy and compliance.

You will educate clients on digital tools and assist with marketing initiatives. The position requires strong interpersonal skills, a high school diploma (college preferred),

Qualifications

• Education and/or Experience: High School Diploma/Equivalency; College degree preferred.
• Licenses: Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Experience: Two or more years of industry experience preferred.

Responsibilities

• Provide client support coverage for a FA/PWA/team.
• Execute money movement transactions as requested.
• Answer general non-investment questions about client accounts.
• Enter profile information or pre-fill account documentation.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Provide clients with account details (objectives, risk tolerance).
• Accept or enter orders as directed by the FA/PWA/team.
• Support marketing strategies and business plans.
• Stay current on policies, procedures, and new platforms.

Skills

Financial services knowledge

Detail orientation

MS Office

Writing skills

Interpersonal skills

Time management

Team player

Fast-paced environment

Multitasking

Self-motivated

Results driven

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66/63/65 licenses

2+ years industry experience preferred

Tools

MSOnline

eSign

eAuthorization

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support to Financial Advisors/Private Wealth Advisors and teams in New Jersey. The role focuses on cultivating client relationships, processing transactions, and maintaining client accounts with accuracy and compliance.

You will educate clients on digital tools and assist with marketing initiatives. The position requires strong interpersonal skills, a high school diploma (college preferred),