Wealth Advisory Client Services Associate

Morgan Stanley; Greenwich (CT); On-site; USD 35,000 - 61,000; Full time

Benefits offered by this job

Medical and dental benefits

401(k) plan and retirement benefits

Paid time off

Job summary

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors by building trusted client relationships and handling daily service tasks.

The role emphasizes strong interpersonal skills, organizational ability, and excellence in client service, with opportunities to engage in digital tools and marketing support while advancing within a large financial services firm.

Qualifications

• High School Diploma/Equivalency required.
• College degree preferred.
• Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Strong MS Office skills and exceptional writing, interpersonal and client service abilities.

Responsibilities

• Provide service coverage for a FA/PWA/team, cultivating and enhancing client relationships.
• Execute money movement transactions as requested by client/FA/PWA.
• Answer general non-investment questions and relay account balances and positions.
• Enter profile information or pre-fill documentation in a clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing efforts and team business plans.
• Maintain up-to-date policies and participate in firm initiatives.

Skills

Client service

Interpersonal skills

Organization

Microsoft Office

Communication

Education

High School Diploma/Equivalency

College degree preferred

Willingness to obtain Series 7/66/63/65

Tools

Excel

PowerPoint

Word

Outlook

Job description

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors by building trusted client relationships and handling daily service tasks.

The role emphasizes strong interpersonal skills, organizational ability, and excellence in client service, with opportunities to engage in digital tools and marketing support while advancing within a large financial services firm.