Wealth Advisory Client Services Associate

Morgan-Stanley; Raleigh (NC); On-site; USD 52,000 - 82,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in Raleigh, NC. The role emphasizes client-first service, accurate clerical support, and proactive account maintenance.

Ideal candidates will have Series licenses, strong MS Office skills and the ability to multitask in a fast-paced environment while maintaining client confidentiality.

Qualifications

• High School Diploma or equivalent.
• College degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.

Responsibilities

• Support FAs/PWAs/teams in cultivating and enhancing client relationships.
• Execute money movement transactions as requested.
• Answer general non-investment questions about accounts and balances.
• Enter profile information or pre-fill account documentation in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, collecting necessary information and documentation.
• Provide clients with details around their accounts and objectives.
• Accept or enter orders in clerical capacity as directed.
• Support marketing strategies and team business plans.
• Stay current on policies, procedures and new platforms.
• Participate in training and special projects as directed.

Skills

Client service

Interpersonal skills

Time management

Collaboration

Financial products knowledge

Written communication

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in Raleigh, NC. The role emphasizes client-first service, accurate clerical support, and proactive account maintenance.

Ideal candidates will have Series licenses, strong MS Office skills and the ability to multitask in a fast-paced environment while maintaining client confidentiality.