Senior Client Services Associate – Wealth Management

Morgan Stanley; Morristown (NJ); On-site; USD 33,000 - 90,000; Full time

Job summary

Morgan Stanley in Morristown, NJ seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by delivering an outstanding client experience and maintaining trusted relationships. The role focuses on client service, digital tools, portfolio insights, and collaborative support for meetings and reporting.

The position emphasizes accuracy, a client-first mindset, and the ability to adapt in a fast-paced environment while contributing to business development

Qualifications

• Strong leadership skills.
• Knowledge of financial services products (equities, bonds, funds, etc.).
• Technically proficient with new platforms.
• Detail oriented with organizational skills.
• Excellent writing, interpersonal and client service.
• Team player capable of collaboration.
• Able to work in a fast-paced, evolving environment.

Responsibilities

• Client Support: cover an FA/PWA/team, cultivate relationships, enhance client experience.
• Prepare for meetings and track follow-ups, ensure timely client service.
• Backup coverage for client service duties, educate on digital tools.
• Stay current on policies and platforms; share best practices.
• Business Development & Operational Support: assist in executing business plans and marketing efforts.

Skills

Leadership

Financial products

Tech proficiency

Detail oriented

MS Office

Interpersonal skills

Team collaboration

Fast-paced

Adaptability

Goal oriented

Self-motivated

Customer service

Tools

MS Office

Internet tools

Job description

Morgan Stanley in Morristown, NJ seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by delivering an outstanding client experience and maintaining trusted relationships. The role focuses on client service, digital tools, portfolio insights, and collaborative support for meetings and reporting.

The position emphasizes accuracy, a client-first mindset, and the ability to adapt in a fast-paced environment while contributing to business development