Wealth Client Service Associate

Morgan-Stanley; Honolulu (HI); Presencial; USD 35.000 - 90.000; Jornada completa

Descripción de la vacante

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and client service teams in Honolulu, Hawaii. The role emphasizes building trusted client relationships, processing transactions, onboarding new accounts, and educating clients on digital tools.

Ideal candidates have Series 7 and Series 66 or Series 63/65 licenses, strong communication, and the ability to multitask in a fast-paced environment.

Formación

• High School Diploma or equivalent; college degree preferred
• Active securities licenses: Series 7 and Series 66 (or Series 63 and 65) as applicable
• 2+ years of industry experience preferred
• Knowledge of financial products (equities, bonds, funds, annuities) and client service practices

Responsabilidades

• Provide service coverage for Financial Advisors/teams and support daily client requests
• Execute money movements and relay account information to clients
• Handle onboarding and maintenance of client accounts and documentation
• Educate clients on digital tools and platforms
• Assist with marketing efforts and calendar scheduling
• Maintain knowledge of firm policies and participate in training programs

Conocimientos

Client service

Interpersonal skills

Microsoft Office

Time management

Detail oriented

Educación

Series 7

Series 66

Series 63

Series 65

High school diploma / equivalency

Herramientas

Word

Excel

Outlook

PowerPoint

Descripción del empleo

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and client service teams in Honolulu, Hawaii. The role emphasizes building trusted client relationships, processing transactions, onboarding new accounts, and educating clients on digital tools.

Ideal candidates have Series 7 and Series 66 or Series 63/65 licenses, strong communication, and the ability to multitask in a fast-paced environment.