Senior Private Wealth Client Services Associate

711 MS Smith Barney, LLC; United States; On-site; USD 65,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Senior Registered Client Service Associate to deliver exceptional client service to Financial Advisors and Private Wealth Advisors. You will manage tasks from onboarding and account maintenance to money movement, while maintaining strong client relationships and supporting business initiatives.

The role requires Series 7 and Series 66 or Series 63 and Series 65 licenses, plus multiple years of industry experience.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Active Series 7 and Series 66 (or Series 63 and Series 65) licenses.
• At least 5 years of industry experience.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.

Responsibilities

• Provide service coverage for FA/PWA/team, cultivate client relationships and handle account information.
• Execute money movement transactions as requested and relay account details to clients.
• Onboard and maintain client accounts, collect documentation, and educate clients on digital tools.
• Manage calendar, calls, travel and expense reports; provide general in-office support.

Skills

Series 7

Series 66

Series 63

Series 65

Financial services knowledge

MS Office

Writing skills

Interpersonal skills

Client service

Time management

Team player

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Word

Excel

Outlook

PowerPoint

Job description

Morgan Stanley is seeking a Senior Registered Client Service Associate to deliver exceptional client service to Financial Advisors and Private Wealth Advisors. You will manage tasks from onboarding and account maintenance to money movement, while maintaining strong client relationships and supporting business initiatives.

The role requires Series 7 and Series 66 or Series 63 and Series 65 licenses, plus multiple years of industry experience.