Private Wealth Management Client Services Associate

Morgan Stanley; New York (NY); On-site; USD 33,280 - 85,000; Full time

Job summary

A leading financial services firm in New York is seeking a Registered Client Service Associate to enhance the client experience. The role involves managing client relationships, onboarding accounts, and working closely with Financial Advisors to meet client needs. Ideal candidates will hold a High School Diploma and Active Series 7 and 66 licenses, with two years of industry experience preferred. Strong communication and organizational skills are essential. Competitive salary range from $33,280 to $85,000 based on experience.

Qualifications

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

Responsibilities

• Cultivate and enhance new and existing client relationships.
• Onboard and maintain client accounts, processing requests.
• Partner with Financial Advisors in business development.

Skills

Client relationship management

Communication skills

Organizational skills

Team collaboration

Financial product knowledge

Education

High School Diploma/Equivalency

Active Series 7 license

Series 66 or Series 63 license

Series 65 license

Tools

Microsoft Office

Job description

A leading financial services firm in New York is seeking a Registered Client Service Associate to enhance the client experience. The role involves managing client relationships, onboarding accounts, and working closely with Financial Advisors to meet client needs. Ideal candidates will hold a High School Diploma and Active Series 7 and 66 licenses, with two years of industry experience preferred. Strong communication and organizational skills are essential. Competitive salary range from $33,280 to $85,000 based on experience.