Client Services Associate for Financial Advisors

Morgan Stanley; Morristown (NJ); On-site; USD 32,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Time Off & Holidays

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in Morristown, NJ to support Financial Advisors and teams. You will manage client accounts, answer inquiries, process transactions, and onboard clients with a client-first mindset.

Strong communication, organization, and MS Office skills are essential. The role involves close collaboration with FAs/PWAs, ongoing training, and exposure to a broad range of financial products.

Qualifications

• High School diploma or equivalent required; college degree preferred.
• Active securities licenses: Series 7 and 66 or 63 and 65 may be required.
• Two+ years of industry experience preferred.

Responsibilities

• Provide service coverage for FA/PWA/team and support client relationships.
• Execute money movements and respond to client needs as requested.
• Answer non-investment questions about accounts and balances.
• Enter client profile data and pre-fill account documents.
• Educate clients on digital tools and platforms.
• Onboard and maintain client accounts with required documents.
• Support the team's marketing and business plan execution.
• Stay current on policies, procedures, and new platforms.

Skills

Client service

Interpersonal skills

Microsoft Office

Time management

Team player

Multitasking

Adaptability

Education

High School Diploma/Equivalency

College degree preferred

Series 7 & 66 or Series 63 & 65

Tools

MS Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate in Morristown, NJ to support Financial Advisors and teams. You will manage client accounts, answer inquiries, process transactions, and onboard clients with a client-first mindset.

Strong communication, organization, and MS Office skills are essential. The role involves close collaboration with FAs/PWAs, ongoing training, and exposure to a broad range of financial products.