Private Wealth Client Services Associate

Morgan Stanley; Washington (Washington County); On-site; USD 33,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Prescription drug benefits

Dental coverage

Vision coverage

Health Savings Account

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors and Private Wealth Advisors in daily activities. The role involves maintaining client relationships, handling money movements, and educating clients on digital tools.

The position requires strong interpersonal skills, attention to detail, and proficiency with MS Office. Education up to high school with college preferred and relevant securities licenses.

Qualifications

• Education and/or Experience: High School Diploma or equivalent; college degree preferred.
• Active securities licenses: Series 7 (GS) and Series 66 (AG/RA) or Series 63/65 (AG/RA).
• Two+ years of industry experience preferred; knowledge of financial products including equities, bonds, mutual funds, and insurance.
• Strong written and verbal communication; exceptional client service skills; ability to multitask.

Responsibilities

• Support financial advisors/teams in cultivating and enhancing client relationships.
• Process money movement transactions as requested by clients and/or advisors.
• Answer general non-investment questions and relay account details to clients.
• Onboard and maintain client accounts; collect required documentation.

Skills

Interpersonal skills

Client service mindset

Time management

Attention to detail

MS Office skills (Word, Excel, Outlook

Education

High School Diploma/Equivalency

College degree preferred

Series 7 (GS)

Series 66 (AG/RA) or Series 63/65 (AG/RA)

2+ years industry experience

Tools

MS Office Suite

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors and Private Wealth Advisors in daily activities. The role involves maintaining client relationships, handling money movements, and educating clients on digital tools.

The position requires strong interpersonal skills, attention to detail, and proficiency with MS Office. Education up to high school with college preferred and relevant securities licenses.