Financial Services Client Support Specialist

Morgan Stanley; New York (NY); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in New York to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. You will build trusted client relationships, handle clerical tasks, and participate in the firm’s client service model.

The role emphasizes accuracy, multitasking, and proficiency with MS Office, while staying current on policies and platforms. A strong customer-service mindset and team collaboration are essential.

Qualifications

• Education and/or Experience required: High School Diploma/Equivalency; College degree preferred.
• Two or more years of industry experience preferred.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Responsibilities

• Provide service coverage for a FA/PWA/team, cultivate and enhance client relationships.
• Execute money movement transactions as requested.
• Answer general non-investment questions about client accounts.
• Enter profile information or pre-fill account documents clerically.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, collecting required information.
• Provide clients with account details (investment objectives, risk tolerance).
• Accept or enter unsolicited or solicited orders in clerical capacity.
• Support FAs/PWAs/teams’ marketing strategies.
• Assist teams in delivering against business plan and client service model.
• Stay current on policies, procedures, and new platforms.
• Participate in training, programs and special projects.

Skills

Client service

Interpersonal skills

Microsoft Office

Time management

Team player

Multitask

Detail oriented

Financial services knowledge

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office

PowerPoint

Job description

Morgan Stanley is seeking a Registered Client Service Associate in New York to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. You will build trusted client relationships, handle clerical tasks, and participate in the firm’s client service model.

The role emphasizes accuracy, multitasking, and proficiency with MS Office, while staying current on policies and platforms. A strong customer-service mindset and team collaboration are essential.