Private Wealth Client Services Associate

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

Benefits offered by this job

Medical, Prescription Drug, Dental, V

Health Savings Account

401(k)

Vacation and Paid Time Off

Life Insurance and Disability

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in Connecticut to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing transactions, and maintaining accurate account details. The role emphasizes client-first service and strong interpersonal communication.

Responsibilities include onboarding clients, educating on digital tools, and assisting with marketing efforts.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Series 7 and Series 66 (or Series 63 and 65) licenses are required/preferred.
• Two or more years of industry experience preferred.

Responsibilities

• Provide service coverage for a FA/PWA/team and support client relationships.
• Execute money movement transactions as requested by clients or team.
• Answer non-investment questions about client accounts and balances.

Skills

Interpersonal skills

Client service

Time management

Multitasking

Education

High School Diploma/Equivalency

College degree preferred

Series 7 & 66 or Series 63 & 65 licenses

Tools

MS Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate in Connecticut to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing transactions, and maintaining accurate account details. The role emphasizes client-first service and strong interpersonal communication.

Responsibilities include onboarding clients, educating on digital tools, and assisting with marketing efforts.