Client Services Associate, Wealth Management Support

Morgan-Stanley; Charlotte (NC); On-site; USD 45,000 - 75,000; Full time

Job summary

Morgan Stanley in Charlotte, NC is seeking a Registered Client Service Associate to provide exceptional service to financial advisors and their teams, building trusted relationships through regular client interactions.

You will support onboarding, account maintenance, money movements, and education of clients in digital tools, while answering non‑investment questions and coordinating with teams. A client‑first mindset and strong teamwork are essential.

Qualifications

• Education and/or Experience High School Diploma/Equivalency.
• College degree preferred.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.
• Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Detail oriented with superior organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Exceptional writing, interpersonal and client service skills.
• Strong time management skills.
• Team player with the ability to collaborate with others.
• Ability to work in a fast-paced, evolving environment.
• Adaptable and multitask; goal oriented, self-motivated and results driven.

Responsibilities

• Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships.
• Executing money movement transactions at the request of the client and/or FA/PWA/team.
• Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances.
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team.
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team.
• Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance).
• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team.
• Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance).
• Assist FAs / PWAs/ teams in delivering against their business plan and client service model.
• Remaining current on all policies, procedures, and new platforms.
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management.

Skills

Client service

Interpersonal skills

Detail oriented

Time management

Prioritization

Writing skills

Team player

Adaptable

Multitasking

Results driven

Fast-paced

Finance knowledge

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 (GS)

Series 66 (AG/RA)

Series 63 (AG)

Series 65 (RA)

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

Morgan Stanley in Charlotte, NC is seeking a Registered Client Service Associate to provide exceptional service to financial advisors and their teams, building trusted relationships through regular client interactions.

You will support onboarding, account maintenance, money movements, and education of clients in digital tools, while answering non‑investment questions and coordinating with teams. A client‑first mindset and strong teamwork are essential.