Financial Services Client Support Associate

711 MS Smith Barney, LLC; Paramus (NJ); Sur place; USD 31 000 - 90 000; Plein temps

Résumé du poste

Morgan Stanley in Paramus, NJ seeks a Registered Client Service Associate to provide exceptional client service and support Financial Advisors in daily activities. You will help cultivate relationships, process transactions, and manage account data within a fast-paced environment.

The role requires Series 7 and Series 66 or Series 63/65 licenses, strong interpersonal skills, and proficiency in MS Office. Responsibilities include onboarding, digital tool education, and administrative duties for

Qualifications

• Wide knowledge of financial services products and client accounts.
• Detail oriented with strong organizational skills.
• Proficient in Microsoft Office suite and reporting.

Responsabilités

• Provide client support coverage for a FA/PWA/team.
• Execute money movements as requested by clients or team.
• Answer general non-investment questions on accounts and balances.
• Enter profile information and pre-fill documents in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Provide clients with account details and investment objectives.
• Accept or enter orders in clerical capacity under direction.
• Support marketing efforts and website maintenance.
• Assist teams in delivering against business plans and client service models.
• Stay current on policies, procedures, and new platforms.
• Participate in training, projects, and local management initiatives.

Connaissances

Client relations

Interpersonal skills

Microsoft Office

Written communication

Time management

Team player

Adaptable

Fast-paced environment

Formation

High School Diploma/Equivalency

College degree preferred

Series 7 (GS)

Series 66

Series 63

Series 65

Outils

MS Online

eSign

Description du poste

Morgan Stanley in Paramus, NJ seeks a Registered Client Service Associate to provide exceptional client service and support Financial Advisors in daily activities. You will help cultivate relationships, process transactions, and manage account data within a fast-paced environment.

The role requires Series 7 and Series 66 or Series 63/65 licenses, strong interpersonal skills, and proficiency in MS Office. Responsibilities include onboarding, digital tool education, and administrative duties for