Wealth Client Services Associate

Morgan Stanley; Mount Laurel Township (NJ); On-site; USD 33,113 - 90,000; Full time

Benefits offered by this job

Medical benefits

401(k)

Paid Time Off

Disability Insurance

Job summary

Morgan Stanley is hiring a Client Service Associate in Mount Laurel Township, NJ, to provide exceptional service to clients and support Financial Advisors. The role involves building relationships, managing transactions, and providing administrative support.

The ideal candidate should have strong organizational skills, advanced Microsoft Office proficiency, and be willing to obtain financial licenses. This position offers a competitive salary range of $33,113 to $90,000 and a full spectrum of benefits.

Qualifications

• Detail-oriented with superior organizational skills.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 licenses.
• Industry experience is a plus.

Responsibilities

• Support the FA/PWA/team in cultivating client relationships.
• Execute money movement transactions.
• Educate clients on digital tools.

Skills

Detail orientated

Advanced Microsoft Office skills

Exceptional writing skills

Strong time management skills

Ability to work in a fast-paced environment

Education

High School Diploma

College degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

Morgan Stanley is hiring a Client Service Associate in Mount Laurel Township, NJ, to provide exceptional service to clients and support Financial Advisors. The role involves building relationships, managing transactions, and providing administrative support.

The ideal candidate should have strong organizational skills, advanced Microsoft Office proficiency, and be willing to obtain financial licenses. This position offers a competitive salary range of $33,113 to $90,000 and a full spectrum of benefits.