Wealth Client Services Associate

711 MS Smith Barney, LLC; New York; On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to provide exceptional client support to Financial Advisors and Private Wealth Advisors, building trusted relationships through daily interactions. You will assist with account questions, money movements, and education on digital tools, while helping implement marketing and client service strategies.

The role emphasizes strong communication, organization, and a client-first mindset, with opportunities to learn and grow within a global

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Knowledge/Skills: detail oriented with superior organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Exceptional writing, interpersonal and client service skills.
• Strong time management skills.
• Team player with the ability to collaborate with others.

Responsibilities

• Provide service coverage for a FA/PWA/team, cultivating and enhancing client relationships.
• Execute money movement transactions at client/FA/PWA request.
• Answer general non-investment questions about accounts, relay stock positions and balances.
• Enter profile information or pre-fill account documentation per direction of the FA/PWA.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support FAs/PWAs/teams’ marketing strategy, e.g., website maintenance.
• Assist teams in delivering against their business plan and client service model.
• Stay current on policies, procedures, and new platforms.
• Participate in training, projects, and other duties as directed by management.
• Handle inbound/outbound calls and coordinate meetings with logistics.

Skills

Detail oriented

Organizational skills

Prioritization

Microsoft Office

Writing

Interpersonal skills

Client service

Time management

Team player

Adaptability

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66/63/65 licenses (GS/AG/RA)

Tools

MSOnline

eSign

eAuthorization

Job description

Morgan Stanley is seeking a Client Service Associate to provide exceptional client support to Financial Advisors and Private Wealth Advisors, building trusted relationships through daily interactions. You will assist with account questions, money movements, and education on digital tools, while helping implement marketing and client service strategies.

The role emphasizes strong communication, organization, and a client-first mindset, with opportunities to learn and grow within a global