Client Services Associate – Wealth Management Support

Morgan Stanley; Middleton (MA); On-site; USD 21,000 - 60,000; Full time

Job summary

Morgan Stanley is seeking Registered Client Service Associates in Middleton, MA to support client relationships and run the client service model. You will assist with banking products, digital tools, and client requests while coordinating with Financial Advisors to ensure a superior client experience.

The role emphasizes adherence to firm policies, documentation accuracy, and ongoing training to stay current on platforms and services. A strong service mindset and teamwork are essential.

Qualifications

• Active securities licenses as listed (Series 7/66/63/65).
• 2+ years of industry experience preferred.
• High School Diploma or equivalent.

Responsibilities

• Cultivate and enhance client relationships through active communication and handling requests.
• Identify and assist with Morgan Stanley services and solutions for clients.
• Onboard and maintain client accounts, including documentation and risk assessment.
• Input client orders and discuss reinvestment options with Financial Advisors.
• Prepare financial plans and client reports for meetings.
• Review and act on client account alerts.

Skills

Client service excellence

Strong communication

Attention to detail

Microsoft Office

Team collaboration

Adaptability

Education

Series 7/66/63/65 licenses

High school diploma

Tools

CRM systems

Job description

Morgan Stanley is seeking Registered Client Service Associates in Middleton, MA to support client relationships and run the client service model. You will assist with banking products, digital tools, and client requests while coordinating with Financial Advisors to ensure a superior client experience.

The role emphasizes adherence to firm policies, documentation accuracy, and ongoing training to stay current on platforms and services. A strong service mindset and teamwork are essential.