Wealth Client Services Associate

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

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k)

Paid Time Off

Disability Insurance

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors, PWAs and teams. The role involves maintaining client accounts, handling money movements, and educating clients on digital tools.

Ideal candidates will have a high school diploma or higher, 2+ years of industry experience, and active FINRA licenses (Series 7 and Series 66/63/65 as applicable). This on-site position emphasizes client-first service and teamwork.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• Active FINRA Series 7 and Series 66 (or 63/65) licenses are required or preferred depending on role.
• 2+ years of industry experience preferred.

Responsibilities

• Provide service coverage for a FA/PWA/team, building client relationships and handling money movement requests.
• Answer non-investment questions and relay account information to clients.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, collect required documentation.
• Assist with marketing efforts and team business plans.
• Stay current on firm policies and participate in training programs.

Skills

Client service

Interpersonal skills

Microsoft Office

Organization

Time management

Team player

Education

High School Diploma/Equivalency

College degree preferred

FINRA Series 7

Series 66/63/65 (depending on role)

Tools

Microsoft Office Suite

Zoom

Job description

Morgan Stanley is seeking a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors, PWAs and teams. The role involves maintaining client accounts, handling money movements, and educating clients on digital tools.

Ideal candidates will have a high school diploma or higher, 2+ years of industry experience, and active FINRA licenses (Series 7 and Series 66/63/65 as applicable). This on-site position emphasizes client-first service and teamwork.