Wealth Client Services Associate

Morgan Stanley; New York (NY); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to provide exceptional client service and support Financial Advisors and Private Wealth teams on a daily basis. The role emphasizes building trusted relationships with clients and a client-first mindset.

Duties include client support, administrative tasks, educating clients on digital tools, calendar and travel management, expense processing, and helping teams execute their business plans.

Qualifications

• High School Diploma or equivalent is required.
• Industry experience is a plus.
• Willingness to obtain Series 7 (GS), Series 66 (AG/RA), Series 63 (AG) and Series 65 (RA).

Responsibilities

• Provide service coverage for a FA/PWA/team including client relationship support.
• Execute money movement transactions at client request.
• Answer general non-investment questions and relay account balances.
• Enter profile information or pre-fill account documentation as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing strategies and website maintenance.
• Assist teams in delivering against business plans and client service models.
• Remain current on policies, procedures and new platforms.

Skills

Detail oriented

Microsoft Office skills

Exceptional writing/interpersonal

Team player

Adaptable in fast-paced environments

Education

High School Diploma/Equivalency

Series 7 eligibility

Series 66 eligibility

Series 63 eligibility

Series 65 eligibility

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley is seeking a Client Service Associate to provide exceptional client service and support Financial Advisors and Private Wealth teams on a daily basis. The role emphasizes building trusted relationships with clients and a client-first mindset.

Duties include client support, administrative tasks, educating clients on digital tools, calendar and travel management, expense processing, and helping teams execute their business plans.