Private Wealth Client Services Associate

Morgan Stanley; New Orleans (LA); On-site; USD 45,000 - 60,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisor teams. The role involves handling routine client inquiries, processing basic transactions, onboarding clients, and educating them on digital tools.

Strong communication and organizational skills are essential. Ideal candidates will have a High School Diploma or equivalent, professional securities licenses (Series 7, 66,

Qualifications

• High School Diploma or equivalency required; college degree preferred.
• Active securities licenses: Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• 2+ years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.

Responsibilities

• Provide service coverage for a FA/PWA/team and support client relationships.
• Execute money movements and relay account information to clients.
• Educate clients on digital tools and onboard new accounts.
• Maintain calendars, prepare expense reports, and handle clerical tasks.
• Support marketing efforts and assist teams in achieving business plans.
• Remain current on policies, procedures and new platforms.

Skills

Interpersonal skills

Client service

Time management

Organizational skills

Team player

Writing skills

Education

High School Diploma/Equivalency

College degree preferred

Series 7

Series 66

Series 63

Series 65

Tools

Microsoft Office

Excel

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisor teams. The role involves handling routine client inquiries, processing basic transactions, onboarding clients, and educating them on digital tools.

Strong communication and organizational skills are essential. Ideal candidates will have a High School Diploma or equivalent, professional securities licenses (Series 7, 66,