Wealth Client Services Associate

Morgan Stanley; Austin (TX); On-site; USD 45,000 - 60,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support to Financial Advisors and Private Wealth Advisors. This role involves cultivating relationships with clients while executing transactions and managing account inquiries.

The ideal candidate should possess strong interpersonal skills, be detail oriented, and have experience in financial services. Responsibilities include onboarding clients, educating them on digital tools, and offering comprehensive administrative support.

Qualifications

• High School Diploma/Equivalency required, college degree preferred.
• Active Series 7, Series 66 or Series 63 and Series 65 required.
• Two or more years of industry experience preferred.

Responsibilities

• Support FAs/PWAs in cultivating client relationships.
• Execute money movement transactions for clients.
• Answer client account-related questions.
• Educate clients on digital tools.
• Onboard and maintain client accounts.

Skills

Interpersonal skills

Detail oriented

Customer service

Advanced Microsoft Office skills

Time management

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support to Financial Advisors and Private Wealth Advisors. This role involves cultivating relationships with clients while executing transactions and managing account inquiries.

The ideal candidate should possess strong interpersonal skills, be detail oriented, and have experience in financial services. Responsibilities include onboarding clients, educating them on digital tools, and offering comprehensive administrative support.