Financial Client Service Specialist

Morgan-Stanley; New Haven (CT); On-site; USD 25,000 - 83,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision plan

HSA

Paid time off

401(k)

Overtime pay

Job summary

Morgan Stanley in Connecticut is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing transactions, and onboarding accounts. The role emphasizes a client-first approach and strong interpersonal skills.

Responsibilities include maintaining client relationships, handling money movements, and educating clients on digital tools while contributing to the business plan and service model.

Qualifications

• High school diploma or equivalent required.
• College degree preferred.
• Active Series 7 and Series 66 (or Series 63 and Series 65) licenses required.
• 2+ years of industry experience preferred.

Responsibilities

• Provide client support for the FA/PWA/team and nurture client relationships.
• Execute money movement transactions as requested by clients or team.
• Answer non-investment questions, relay stock positions and account balances.
• Enter client profile data and onboard accounts in clerical capacity.
• Educate clients on digital tools and assist with enrollment and usage.

Skills

Interpersonal skills

Client service mindset

Time management

Detail oriented

Fast-paced adaptability

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 (GS) and Series 66 or Series 63 and Series 65

Tools

Microsoft Office

Job description

Morgan Stanley in Connecticut is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing transactions, and onboarding accounts. The role emphasizes a client-first approach and strong interpersonal skills.

Responsibilities include maintaining client relationships, handling money movements, and educating clients on digital tools while contributing to the business plan and service model.