Client Services Associate for Financial Advisors

711 MS Smith Barney, LLC; Washington (District of Columbia); On-site; USD 33,000 - 85,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k)

Paid Time Off

Job summary

Morgan Stanley in the United States seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will nurture client relationships, handle money movements, respond to account questions, and onboard clients while maintaining accuracy and compliance.

The role requires knowledge of financial products, strong Microsoft Office skills, and excellent client service. It offers comprehensive benefits and growth opportunities within a global firm.

Qualifications

• High School Diploma/Equivalency; college degree preferred.
• Active Series 7 and Series 66 or Series 63/65 licenses.
• Two or more years of industry experience preferred.

Responsibilities

• Support FAs/PWAs/teams in cultivating client relationships and onboarding.
• Execute money movement transactions on request.
• Answer non-investment questions and relay account balances.
• Enter profile information and documents at the direction of the team.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Provide clients with details about accounts and investment objectives.
• Assist with marketing and client service initiatives.
• Stay current on policies, procedures and platforms.
• Participate in training, projects and special assignments.

Skills

Client relationship management

Microsoft Office

Interpersonal skills

Time management

Adaptability

Education

High School Diploma or equivalent

College degree preferred

Active Series 7

Series 66 or Series 63/65

Tools

MSOnline

eSign

eAuthorization

Zoom

Job description

Morgan Stanley in the United States seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will nurture client relationships, handle money movements, respond to account questions, and onboard clients while maintaining accuracy and compliance.

The role requires knowledge of financial products, strong Microsoft Office skills, and excellent client service. It offers comprehensive benefits and growth opportunities within a global firm.