Wealth Client Services Associate

Morgan Stanley; City of Syracuse (NY); On-site; USD 22,000 - 55,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors, building trusted client relationships and handling daily administrative tasks.

Ideal candidates bring strong organization, superb MS Office skills, and a client-first mindset to navigate a fast-paced environment. Training and growth opportunities are available within a collaborative team.

Qualifications

• High School Diploma or equivalent required.
• Industry experience is a plus.
• Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) expected.

Responsibilities

• Provide service coverage for a FA/PWA/team including client relationship cultivation and support.
• Execute money movement transactions as requested by clients and FAs/PWAs/teams.
• Answer general non-investment questions and relay account information.
• Enter profile information or pre-fill documentation on client accounts.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing and the team’s business plan execution.
• Stay current on policies, procedures and new platforms.
• Participate in trainings and special projects as directed by management.

Skills

Detail oriented

Microsoft Office

Interpersonal skills

Team player

Multi-tasking

Client service

Education

High School Diploma/Equivalency

Tools

Microsoft Office Suite

Job description

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors, building trusted client relationships and handling daily administrative tasks.

Ideal candidates bring strong organization, superb MS Office skills, and a client-first mindset to navigate a fast-paced environment. Training and growth opportunities are available within a collaborative team.