Wealth Client Services Associate

Morgan-Stanley; Greenwich (CT); On-site; USD 35,000 - 61,000; Full time

Benefits offered by this job

Medical

Prescription Drug

Dental

Vision

Health Savings Account

Dependent Day Care Savings Account

Life Insurance

Disability Insurance

Paid Time Off

Paid Holidays

401(k)

Job summary

Morgan Stanley in Greenwich, CT is seeking a Client Service Associate to provide daily support to Financial Advisors and Private Wealth Advisors. The role focuses on client relationship management, money movement, and account servicing in a client-first environment.

You will handle administrative tasks, scheduling, and digital tools enrollment, while contributing to marketing efforts and process improvements. A college degree is preferred and familiarity with MS Office is essential.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• To qualify, applicants must be legally authorized to work in the United States.
• Willingness to obtain Series 7/66 or Series 63/65 licenses.
• Excellent written and verbal communication skills.

Responsibilities

• Provide service coverage for a FA/PWA/team, cultivating and enhancing client relationships.
• Execute money movement transactions as requested.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information or pre-fill account docs as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing efforts and team business plans.

Skills

Detail-oriented

Interpersonal skills

Time management

Client service

Team player

Multi-tasking

Goal oriented

Education

High school diploma

College degree preferred

Tools

Microsoft Office

Word

Excel

Outlook

PowerPoint

Job description

Morgan Stanley in Greenwich, CT is seeking a Client Service Associate to provide daily support to Financial Advisors and Private Wealth Advisors. The role focuses on client relationship management, money movement, and account servicing in a client-first environment.

You will handle administrative tasks, scheduling, and digital tools enrollment, while contributing to marketing efforts and process improvements. A college degree is preferred and familiarity with MS Office is essential.