Wealth Client Service Associate

Socket.dev; Washington (District of Columbia); On-site; USD 35,360 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) plan

Paid time off

Job summary

Morgan Stanley in Washington, D.C. is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in daily client service activities and relationship management.

You will handle account information, process transactions, educate clients on digital tools, and assist onboarding while staying current on policies and platforms in a fast-paced team environment.

Qualifications

• High School Diploma or equivalent required; 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

• Provide client support for FAs/PWAs/teams, including cultivating and enhancing client relationships.
• Execute money movement transactions and answer general non-investment questions.
• Enter profile information and pre-fill client documentation in clerical capacity.
• Educate or enroll clients in digital tools and onboard account information.
• Assist with marketing efforts and stay current on policies and platforms.

Skills

Financial services knowledge

Interpersonal skills

Time management

Attention to detail

Team player

Multitasking

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Series license: 7/66 or 63/65

Tools

Microsoft Office

Job description

Morgan Stanley in Washington, D.C. is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in daily client service activities and relationship management.

You will handle account information, process transactions, educate clients on digital tools, and assist onboarding while staying current on policies and platforms in a fast-paced team environment.