Client Services Associate for Financial Advisors

Socket.dev; Northfield (NJ); On-site; USD 32,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) Savings Plan

Paid Time Off

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and client accounts in a fast-paced environment. You will handle routine service requests, process money movement transactions, and maintain client profiles with a client-first mindset.

The role requires strong interpersonal skills, knowledge of financial products, and proficiency in MS Office. A high school diploma is required; a college degree is preferred. Comprehensive benefits are offered.

Qualifications

• High School Diploma/Equivalency required.
• College degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65.
• Two+ years of industry experience preferred.
• Knowledge of financial services products (equities, bonds, options, mutual funds, annuities, insurance).
• Strong writing, interpersonal and client service skills.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Excellent time management and ability to multitask.

Responsibilities

• Provide service coverage for a FA/PWA/team.
• Execute money movement transactions as requested.
• Answer general non-investment questions about client accounts.
• Enter profile information and pre-fill account documentation.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, collecting required documentation.
• Support marketing efforts and client service model delivery.
• Remain current on policies, procedures and new platforms.

Skills

Interpersonal skills

Client service

MS Office

Time management

Detail oriented

Team player

Education

High School Diploma/Equivalency

College degree preferred

Series 7, Series 66, Series 63, Series 65

2+ years industry experience preferred

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and client accounts in a fast-paced environment. You will handle routine service requests, process money movement transactions, and maintain client profiles with a client-first mindset.

The role requires strong interpersonal skills, knowledge of financial products, and proficiency in MS Office. A high school diploma is required; a college degree is preferred. Comprehensive benefits are offered.