Senior Client Service & Relationship Associate

711 MS Smith Barney, LLC; Nashua (NH); On-site; USD 65,000 - 85,000; Full time

Job summary

Morgan Stanley in Nashua, NH seeks a Senior Registered Client Service Associate to provide exceptional client service and support Financial Advisors daily.

You will handle money movements, answer account questions, enroll clients in digital tools, maintain client accounts, and assist in delivering against the business plan.

The role requires a high school diploma, active Series 7/66 or 63/65 licenses, 5+ years of industry experience, and strong Microsoft Office skills.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) licenses.
• At least 5 years of industry experience in financial services.
• Strong knowledge of financial products including equities, bonds, options, mutual funds, annuities, and insurance.

Responsibilities

• Provide service coverage for an FA and support client relationships.
• Execute money movement transactions on request.
• Answer general account questions and relay stock positions and balances.
• Enter or pre-fill account documentation in a clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts and collect necessary documentation.
• Provide clients with details around their account information and objectives.
• Support the FA's marketing strategy and business plan.
• Remain current on policies, procedures, and platforms.
• Participate in firm initiatives and training programs.

Skills

Client service

Interpersonal skills

Time management

Detail oriented

Organizational skills

Written communication

Team player

Adaptable

Multitasking

Microsoft Office

Education

High School Diploma/Equivalency (college degree preferred)

Active Series 7 and Series 66 or Series 63 and Series 65

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley in Nashua, NH seeks a Senior Registered Client Service Associate to provide exceptional client service and support Financial Advisors daily.

You will handle money movements, answer account questions, enroll clients in digital tools, maintain client accounts, and assist in delivering against the business plan.

The role requires a high school diploma, active Series 7/66 or 63/65 licenses, 5+ years of industry experience, and strong Microsoft Office skills.