Wealth Client Services Associate

Morgan Stanley; Mount Laurel Township (NJ); On-site; USD 31,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid time off

Employee assistance program

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in the United States. The role supports Financial Advisors and Private Wealth Advisors by handling client inquiries, onboarding, and administrative tasks to maintain strong client relationships.

The position emphasizes a client-first mindset, accuracy, and teamwork within a fast-paced financial services environment. Requires relevant licenses and strong MS Office skills.

Qualifications

• Knowledge of financial services products (equities, bonds, funds, etc.).
• Detail oriented with strong organizational skills.
• Advanced MS Office (Word, Excel, Outlook, PowerPoint).

Responsibilities

• Provide service coverage for a FA/PWA/team.
• Execute money movement transactions as requested.
• Answer general non-investment questions about client accounts.
• Enter profile information and pre-fill account documentation.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts; collect required documentation.

Skills

Financial products

Attention to detail

MS Office proficiency

Interpersonal skills

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 (GS), Series 66 or Series 63 and Series 65

Tools

MS Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate in the United States. The role supports Financial Advisors and Private Wealth Advisors by handling client inquiries, onboarding, and administrative tasks to maintain strong client relationships.

The position emphasizes a client-first mindset, accuracy, and teamwork within a fast-paced financial services environment. Requires relevant licenses and strong MS Office skills.