Client Services Specialist for Financial Advisors

Morgan-Stanley; Lawrence Township (NJ); On-site; USD 33,000 - 90,000; Full time

Benefits offered by this job

Medical

Prescription Drug

Dental

Vision

Health Savings Account

Dependent Day Care Savings Account

Life Insurance

Disability Insurance

Paid Time Off

401(k)

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors/Private Wealth Advisors and teams in daily client service activities. The role emphasizes building trusted client relationships and handling account information and transactions with accuracy.

Responsibilities include onboarding clients, educating them on digital tools, and maintaining documentation, while contributing to the team’s client service model and business plan against evolving policies.

Qualifications

• High School Diploma or equivalent required or better.
• College degree preferred.
• Active securities licenses: Series 7 and Series 66 or Series 63 and Series 65.
• Two+ years of industry experience preferred.
• Knowledge of financial products and strong client service skills.
• Advanced MS Office skills; strong written and verbal communication.

Responsibilities

• Provide service coverage for a FA/PWA/team, supporting client relationships.
• Execute money movement transactions per client/FA instructions.
• Relate account balances and holdings to clients.
• Enter profile information or pre-fill account documents.
• Educate clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.

Skills

Client service

Interpersonal skills

Time management

Team player

MS Office

Education

High School Diploma/Equivalency

College degree preferred

Series 7, Series 66, Series 63, Series 65 licenses

Tools

MS Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors/Private Wealth Advisors and teams in daily client service activities. The role emphasizes building trusted client relationships and handling account information and transactions with accuracy.

Responsibilities include onboarding clients, educating them on digital tools, and maintaining documentation, while contributing to the team’s client service model and business plan against evolving policies.