Wealth Client Services Associate

Socket.dev; Conshohocken (Montgomery County); On-site; USD 52,000 - 70,000; Full time

Job summary

Morgan Stanley is looking for a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors in daily activities. The role focuses on building trusted client relationships with a client-first mindset while handling administrative tasks and account management.

Ideal candidates will have a High School Diploma or better, plus relevant licenses and 2+ years of industry experience, with strong MS Office skills and excellent communication abilities for a

Qualifications

• High School Diploma or equivalent.
• College degree preferred.
• Active Series 7 license.
• Series 66 (AG/RA) or Series 63 and Series 65 licenses.
• Two or more years of industry experience preferred.

Responsibilities

• Support Financial Advisor(s)/Private Wealth Advisor(s)/teams with client service and relationship cultivation.
• Execute money movement transactions per client/FA/PWA requests.
• Respond to general account questions and relay balances and positions.
• Enter client profile information and prep account documentation.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, collect required information.
• Provide clients with account details and investment objectives.
• Assist in marketing efforts and support business plans.
• Stay current on policies, procedures, and new platforms.
• Participate in training and special projects as directed.

Skills

Financial products knowledge

Detail oriented

MS Office proficiency

Interpersonal skills

Time management

Team player

Multitasking

Education

High School Diploma

College degree preferred

Series 7 license

Series 66 license or Series 63/65

2+ years industry experience

Tools

Microsoft Office

Job description

Morgan Stanley is looking for a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors in daily activities. The role focuses on building trusted client relationships with a client-first mindset while handling administrative tasks and account management.

Ideal candidates will have a High School Diploma or better, plus relevant licenses and 2+ years of industry experience, with strong MS Office skills and excellent communication abilities for a