Wealth Client Services Associate

Morgan Stanley; Charlotte (NC); On-site; USD 42,000 - 70,000; Full time

Job summary

Morgan Stanley in Charlotte, NC seeks a Registered Client Service Associate to provide exceptional client service and daily support to Financial Advisors and Private Wealth Advisors. The role focuses on building trusted relationships, handling routine account tasks, and educating clients on digital tools.

Candidates should have strong interpersonal skills, a high school diploma (college degree preferred), and industry experience.

Qualifications

• High School Diploma or equivalent required; college degree preferred.

Responsibilities

• Support FAs/PWAs/teams in cultivating and enhancing client relationships.
• Execute money movement transactions per client/FA requests.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information and pre-fill account documentation.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Provide details about account information (investment objectives, risk tolerance).
• Accept unsolicited or solicited orders as directed.
• Support marketing efforts (website maintenance) and business plans.
• Stay updated on policies, procedures, and new platforms.
• Participate in training programs and special projects.

Skills

Strong interpersonal skills

Microsoft Office

Client service mindset

Detail oriented

Time management

Team player

Multitasking

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 (GS)

Series 66 (AG/RA) or Series 63/65

2+ years industry experience

Tools

MS Office

Job description

Morgan Stanley in Charlotte, NC seeks a Registered Client Service Associate to provide exceptional client service and daily support to Financial Advisors and Private Wealth Advisors. The role focuses on building trusted relationships, handling routine account tasks, and educating clients on digital tools.

Candidates should have strong interpersonal skills, a high school diploma (college degree preferred), and industry experience.