Wealth Client Experience Associate

711 MS Smith Barney, LLC; Honolulu (HI); On-site; USD 35,120 - 90,000; Full time

Job summary

Morgan Stanley in Honolulu seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by nurturing client relationships and handling everyday requests. The role requires knowledge of financial services products, strong MS Office skills, and excellent client service.

Ideal candidates hold Series 7/66 or 63/65 and have 2+ years in the industry, with a high school diploma or college degree preferred.

Qualifications

• Education and/or experience: High School Diploma/Equivalency; 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 at the request of the client and/or FA/PWA/team.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information or pre-fill account documentation in a clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.

Skills

Client support

Relationship building

Interpersonal skills

Time management

Strong written communication

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in Honolulu seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by nurturing client relationships and handling everyday requests. The role requires knowledge of financial services products, strong MS Office skills, and excellent client service.

Ideal candidates hold Series 7/66 or 63/65 and have 2+ years in the industry, with a high school diploma or college degree preferred.