Wealth Client Service Associate

Morgan-Stanley; McLean (VA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley in McLean, VA seeks a Registered Client Service Associate to support Financial Advisors, coordinate transactions, and manage client accounts. Strong interpersonal skills and client-first mindset are essential.

The role requires Series 7/66 or 63/65 licenses, a high school diploma or higher, and 2+ years of industry experience. On-site, with competitive benefits and performance-based incentives.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Active Series 7 and 66 or Series 63 and 65 licenses required.

Responsibilities

• Provide service coverage for a FA/PWA/team and maintain client relationships.
• Execute money movement transactions on request.
• Answer non-investment questions about client accounts.
• Enter profile information and pre-fill account documents.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Provide clients with account details and investment objectives.
• Assist with marketing strategy and training programs.
• Handle inbound/outbound calls and manage calendars.

Skills

Interpersonal skills

Client service

Time management

Organizational skills

Writing skills

multitasking

Team player

Adaptable

Education

High School Diploma/Equivalency

College degree preferred

FINRA Series licenses (7/66 or 63/65)

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

PowerPoint

Job description

Morgan Stanley in McLean, VA seeks a Registered Client Service Associate to support Financial Advisors, coordinate transactions, and manage client accounts. Strong interpersonal skills and client-first mindset are essential.

The role requires Series 7/66 or 63/65 licenses, a high school diploma or higher, and 2+ years of industry experience. On-site, with competitive benefits and performance-based incentives.