Client Services Associate — Wealth Advisory Support

Morgan Stanley; Barnstable (MA); On-site; USD 22,386 - 59,608; Full time

Job summary

Morgan Stanley is looking for a Registered Client Service Associate based in Barnstable, Massachusetts. This role involves providing top-notch service to clients while supporting Financial Advisors and Private Wealth Advisors in enhancing client relationships.

The successful candidate should possess strong interpersonal skills, a high school diploma, and relevant industry experience, supplemented by active securities licenses. The role offers flexible compensation ranging from $16.25 to $43.27 per hour based on individual qualifications.

Qualifications

• High School Diploma/Equivalency required.
• Two or more years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, and mutual funds.

Responsibilities

• Supporting Financial Advisors in client relationship management.
• Handling money movement transactions for clients.
• Onboarding and maintaining client accounts.

Skills

Knowledge of financial services products

Detail oriented

Advanced Microsoft Office skills

Exceptional writing skills

Strong time management skills

Team player

Ability to multitask

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7, Series 66 or Series 63 and Series 65 certifications

Job description

Morgan Stanley is looking for a Registered Client Service Associate based in Barnstable, Massachusetts. This role involves providing top-notch service to clients while supporting Financial Advisors and Private Wealth Advisors in enhancing client relationships.

The successful candidate should possess strong interpersonal skills, a high school diploma, and relevant industry experience, supplemented by active securities licenses. The role offers flexible compensation ranging from $16.25 to $43.27 per hour based on individual qualifications.