Wealth Client Services Associate

Morgan Stanley; Bethesda (MD); On-site; USD 35,000 - 90,000; Full time

Benefits offered by this job

Medical

Prescription Drug

Dental

Vision

Health Savings Account

Life Insurance

Disability and Other Insurance Plans

Paid Time Off

10 Paid Holidays

401(k)

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support client relationships and service delivery. The role focuses on onboarding, account maintenance, and processing client requests under the guidance of Financial Advisors.

Ideal candidates have active securities licenses and at least two years of industry experience. The position provides exposure to banking products and digital offerings and participates in client events and training opportunities.

Qualifications

• 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
• High School Diploma/Equivalency

Responsibilities

• Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and ensuring information is current
• Identify and assist with Firm services and solutions including banking products and secure digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
• Confirm authorization and authenticate client when processing requests
• Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs
• Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients
• Prepare financial plans, client reports, and other materials for client meetings
• Review and take appropriate action on client account alerts

Skills

Industry knowledge

Writing

Interpersonal skills

Client service

Microsoft Office

Team player

Fast-paced environment

Goal oriented

Financial products knowledge

Education

Active Series 7 and Series 66 or Series 63 and Series 65

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support client relationships and service delivery. The role focuses on onboarding, account maintenance, and processing client requests under the guidance of Financial Advisors.

Ideal candidates have active securities licenses and at least two years of industry experience. The position provides exposure to banking products and digital offerings and participates in client events and training opportunities.