Wealth Client Experience Specialist

Morgan-Stanley; Mount Laurel Township (NJ); On-site; USD 31,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

401(k)

Job summary

Morgan Stanley seeks a Registered Client Service Associate to support Financial Advisors and teams, handling client inquiries, account administration, and digital tool onboarding. Strong interpersonal skills and client-first approach are essential.

Responsibilities include processing money movements, maintaining profiles, and assisting with marketing efforts. The role requires Series licenses and proficiency in MS Office, with a college degree preferred.

Qualifications

• Education: High School Diploma or equivalent; college degree preferred.
• Active securities licenses: Series 7 and Series 66 or Series 63 and Series 65.

Responsibilities

• Provide service coverage for an FA/PWA/team and cultivate client relationships.
• Execute money movement transactions on request.
• Answer general non-investment questions about client accounts.
• Onboard and maintain client accounts, collecting required documentation.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist with onboarding and updating client information and documentation.

Skills

Client service

Interpersonal skills

Phone support

Time management

Team player

Microsoft Office

Writing skills

Education

High School Diploma/Equivalency

College degree preferred

Series 7 / Series 66 / Series 63 / Series 65 licensing

Tools

MSOnline

eSign

eAuthorization

Job description

Morgan Stanley seeks a Registered Client Service Associate to support Financial Advisors and teams, handling client inquiries, account administration, and digital tool onboarding. Strong interpersonal skills and client-first approach are essential.

Responsibilities include processing money movements, maintaining profiles, and assisting with marketing efforts. The role requires Series licenses and proficiency in MS Office, with a college degree preferred.