Private Wealth Client Services Associate | Growth & Support

Morgan Stanley; New York (NY); On-site; USD 3,400 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in New York to support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process transactions, and manage account details with a client-first mindset.

The role requires strong interpersonal skills, attention to detail, and proficiency with Microsoft Office. A college degree and appropriate securities licenses are preferred, with 2+ years of industry experience.

Qualifications

• College degree preferred; relevant financial services background.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Two or more years of industry experience preferred.

Responsibilities

• Support FAs/PWAs/teams in cultivating client relationships.
• Execute money movement transactions as requested by client/FA/PWA/team.
• Answer non-investment related questions and provide account balances.
• Enter profile information or pre-fill account documents as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, collecting required information.

Skills

Client service

Interpersonal skills

Multitasking

Team player

Results oriented

Attention to detail

Education

College degree preferred

Series 7/66/63/65 licensed

Two+ years industry experience

Tools

Microsoft Office

Excel

PowerPoint

Outlook

Word

Job description

Morgan Stanley is seeking a Registered Client Service Associate in New York to support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process transactions, and manage account details with a client-first mindset.

The role requires strong interpersonal skills, attention to detail, and proficiency with Microsoft Office. A college degree and appropriate securities licenses are preferred, with 2+ years of industry experience.