Wealth Client Service Associate

Morgan Stanley; Hagerstown (MD); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley is hiring for the role of Registered Client Service Associate in Hagerstown, Maryland. This position involves providing exceptional service to clients while supporting Financial Advisors and teams. Successful candidates will build trusted relationships and assist clients with their needs.

Responsibilities include managing client inquiries, executing transactions, and contributing to the client service model. Candidates should have a high school diploma, relevant experience, and active securities licenses. This role is ideal for detail-oriented individuals with strong communication and organizational skills.

Qualifications

• Active Series 7 and Series 66 or Series 63 and 65 licenses.
• Ability to multitask in a fast-paced environment.
• Detail-oriented with superior organizational skills.

Responsibilities

• Supporting client relationships and executing money movement transactions.
• Answering client account inquiries and providing account details.
• Onboarding and maintaining client accounts and documentation.

Skills

Knowledge of financial services products

Detail oriented

Advanced Microsoft Office skills

Exceptional writing and interpersonal skills

Strong time management skills

Team player

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 (GS)

Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Two or more years of industry experience preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

Morgan Stanley is hiring for the role of Registered Client Service Associate in Hagerstown, Maryland. This position involves providing exceptional service to clients while supporting Financial Advisors and teams. Successful candidates will build trusted relationships and assist clients with their needs.

Responsibilities include managing client inquiries, executing transactions, and contributing to the client service model. Candidates should have a high school diploma, relevant experience, and active securities licenses. This role is ideal for detail-oriented individuals with strong communication and organizational skills.