Wealth Client Services Associate

Morgan Stanley; Honolulu (HI); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and teams in daily client service and administrative tasks. The role emphasizes building trusted client relationships and a client-first mindset.

Responsibilities include handling money movements, answering client questions, documenting profiles, and promoting digital tools, with opportunities to assist in marketing and strategic initiatives. The position reports to the Business Service Officer.

Qualifications

• High School Diploma/Equivalency.
• College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).

Responsibilities

• Provide client service and support to Financial Advisor(s)/Private Wealth Advisor(s)/teams.
• Execute money movement transactions as requested.
• Answer general non-investment questions about client accounts.
• Enter profile information on client accounts and documents.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing strategy and website maintenance.
• Assist teams in delivering against business plans and client service models.
• Remain current on policies, procedures and new platforms.

Skills

Detail oriented

Interpersonal skills

Time management

Team player

Adaptable

Strong writing

Client service

Education

College degree preferred

Tools

Microsoft Office

Word

Excel

Outlook

PowerPoint

Job description

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and teams in daily client service and administrative tasks. The role emphasizes building trusted client relationships and a client-first mindset.

Responsibilities include handling money movements, answering client questions, documenting profiles, and promoting digital tools, with opportunities to assist in marketing and strategic initiatives. The position reports to the Business Service Officer.