Financial Advisor Client Services Associate

Morgan Stanley; Village of Garden City (NY); On-site; USD 31,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and daily support to Financial Advisors, PWAs, and teams in a fast-paced environment. The role involves client onboarding, account maintenance, and education on digital tools, with emphasis on accuracy and professionalism.

Ideal candidates have at least two years of industry experience, relevant FINRA licenses, and strong MS Office skills.

Qualifications

• High School Diploma/Equivalency; college degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65.
• Two or more years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Excellent written and verbal communication; strong organizational skills.

Responsibilities

• Provide service coverage for a FA/PWA/team and cultivate client relationships.
• Execute money movements as requested by clients and team.
• Answer non-investment questions about client accounts and balances.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Assist with marketing efforts and business planning.
• Stay current on policies, procedures, and platforms.
• Support training and other duties as directed by management.

Skills

Client service

Interpersonal skills

Time management

Communication

Team player

Multitasking

Adaptability

Goal oriented

Attention to detail

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and daily support to Financial Advisors, PWAs, and teams in a fast-paced environment. The role involves client onboarding, account maintenance, and education on digital tools, with emphasis on accuracy and professionalism.

Ideal candidates have at least two years of industry experience, relevant FINRA licenses, and strong MS Office skills.