Wealth Client Services Associate

Morgan Stanley; New Haven (CT); On-site; USD 25,000 - 83,000; Full time

Benefits offered by this job

Comprehensive benefits

Paid time off

401(k)

Job summary

Morgan Stanley in Connecticut seeks a Registered Client Service Associate to deliver exceptional client service and support for Financial Advisors and Private Wealth Advisors. You will help with account servicing, onboarding, and digital tool adoption, while keeping up with firm policies and platforms.

The role emphasizes strong interpersonal skills, organization, and the ability to work in a fast-paced environment. A college degree and active securities licenses are preferred.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active securities licenses: Series 7 and either Series 66 or Series 63/65.
• 2+ years of industry experience preferred.

Responsibilities

• Provide client service coverage for a FA/PWA/team with relationship building.
• Process money movements and answer non-investment questions on accounts.
• Enter profile data and prepare account documents per direction of FA/PWA/team.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts; assist with marketing activities and outreach.

Skills

Client service

Interpersonal skills

Time management

Detail orientation

Writing & communication

Team player

Adaptability

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7, Series 66 or Series 63/65

Tools

MS Office

Job description

Morgan Stanley in Connecticut seeks a Registered Client Service Associate to deliver exceptional client service and support for Financial Advisors and Private Wealth Advisors. You will help with account servicing, onboarding, and digital tool adoption, while keeping up with firm policies and platforms.

The role emphasizes strong interpersonal skills, organization, and the ability to work in a fast-paced environment. A college degree and active securities licenses are preferred.