Senior Client Services Associate, Private Wealth

711 MS Smith Barney, LLC; Chicago (IL); On-site; USD 60,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Senior Registered Client Service Associate to deliver exceptional support to clients and assist Financial Advisors and Private Wealth Advisors in daily operations. The role emphasizes building trusted relationships and a client-first mindset across onboarding, account inquiries, and digital tools adoption.

Qualified candidates will have 5+ years in the industry, Series 7 and additional licenses, and strong MS Office skills to manage documentation, scheduling, and

Qualifications

• Must have Series 7 and either Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• At least 5 years of industry experience.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).

Responsibilities

• Support FAs/PWAs/teams in cultivating and enhancing client relationships.
• Execute money movement transactions on request.
• Answer non-investment questions about client accounts and provide balances.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, collecting required information.

Skills

Client service

Interpersonal skills

Time management

Multitasking

Team player

Adaptable

Strong written communication

Education

Series 7

Series 66

Series 63

Series 65

High School Diploma or equivalent

Tools

Microsoft Office

MSOnline

eSign

Job description

Morgan Stanley is seeking a Senior Registered Client Service Associate to deliver exceptional support to clients and assist Financial Advisors and Private Wealth Advisors in daily operations. The role emphasizes building trusted relationships and a client-first mindset across onboarding, account inquiries, and digital tools adoption.

Qualified candidates will have 5+ years in the industry, Series 7 and additional licenses, and strong MS Office skills to manage documentation, scheduling, and