Wealth Client Services Associate

Morgan Stanley; Lawrence Township (NJ); On-site; USD 33,000 - 90,000; Full time

Benefits offered by this job

Discretionary bonus

Benefits package

Job summary

Morgan Stanley in New Jersey seeks a Registered Client Service Associate to support Financial Advisors and client teams in day‑to‑day activities. You will help cultivate relationships, process transactions, and answer client questions with a client‑first mindset.

The role emphasizes accuracy, digital tool education, onboarding, and collaboration with FAs/PWAs and teams as they execute business plans and service models.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65.
• Two+ years of industry experience preferred.

Responsibilities

• Cultivate and enhance client relationships with FAs/PWAs/teams.
• Execute money movement transactions as requested.
• Answer questions on client accounts and balances.
• Enter client profile information and documents in clerical capacity.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, collect required docs.
• Provide account details like objectives and risk tolerance.
• Enter unsolicited or solicited orders as directed.
• Support marketing efforts and business plan execution.
• Stay current on policies, procedures and platforms.

Skills

Financial products knowledge

Interpersonal skills

Organizational skills

Microsoft Office proficiency

Communication

Multitasking

Education

High school diploma

College degree preferred

Series 7/66/63/65 knowledge

Industry experience 2+ years

Tools

Microsoft Office Suite

Job description

Morgan Stanley in New Jersey seeks a Registered Client Service Associate to support Financial Advisors and client teams in day‑to‑day activities. You will help cultivate relationships, process transactions, and answer client questions with a client‑first mindset.

The role emphasizes accuracy, digital tool education, onboarding, and collaboration with FAs/PWAs and teams as they execute business plans and service models.