Client Services & Wealth Support Associate

Socket.dev; City of Poughkeepsie (NY); On-site; USD 22,000 - 55,000; Full time

Job summary

Morgan Stanley in the metropolitan area seeks a Client Service Associate to support Financial Advisors and Private Wealth teams with daily client service and administrative duties.

Responsibilities include cultivating client relationships, executing money movements, managing calendars, and onboarding clients to digital tools while ensuring adherence to firm policies. Strong MS Office skills and communication are required.

Qualifications

• High School Diploma or equivalent.
• College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7, Series 66 or Series 63 and Series 65.

Responsibilities

• Provide service coverage for a FA/PWA/team.
• Cultivate and enhance client relationships.
• Execute money movement transactions on request.
• Answer general non-investment questions about client accounts.
• Enter profile information or pre-fill documents.
• Educate clients in digital tools.
• Support marketing strategy and client service model.
• Assist teams in delivering against business plans.
• Stay current on policies and new platforms.
• Participate in trainings and other duties.
• Answer inbound/outbound calls and schedule follow-ups.
• Manage calendar and coordinate meetings with Zoom.
• Maintain travel itineraries and expense reports.
• Office tasks: copying, filing, scanning.
• Prepare and submit expense reports as directed.

Skills

Detail oriented

Microsoft Office

Writing skills

Interpersonal skills

Time management

Team player

Adaptable

Multi-tasking

Results driven

Self-motivated

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office Suite

Job description

Morgan Stanley in the metropolitan area seeks a Client Service Associate to support Financial Advisors and Private Wealth teams with daily client service and administrative duties.

Responsibilities include cultivating client relationships, executing money movements, managing calendars, and onboarding clients to digital tools while ensuring adherence to firm policies. Strong MS Office skills and communication are required.