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 in New York to support Financial Advisors andPrivate Wealth Advisors with daily client service needs. You will help cultivate client relationships, process money movements, and handle account information with a client-first mindset.

Strong interpersonal skills, attention to detail, and proficiency in MS Office are essential. A high school diploma is required, with a college degree preferred and licensing potential (Series 7/66/63/65) pursued

Qualifications

• Education and/or experience as listed: High School Diploma or equivalent; college degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).

Responsibilities

• Provide service coverage for a FA/PWA/team including assisting with client relationships.
• Execute money movement transactions per client/FA/PWA requests.
• Answer general non-investment questions and relay account information.
• Enter profile information or pre-fill documentation in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing efforts and team business plans.
• Stay current on policies and systems; participate in training and projects.

Skills

Office software

Client service

Interpersonal skills

Time management

Education

High School Diploma

College degree preferred

Tools

MS Office

Excel

Word

Outlook

PowerPoint

Job description

Morgan Stanley is seeking a Client Service Associate in New York to support Financial Advisors andPrivate Wealth Advisors with daily client service needs. You will help cultivate client relationships, process money movements, and handle account information with a client-first mindset.

Strong interpersonal skills, attention to detail, and proficiency in MS Office are essential. A high school diploma is required, with a college degree preferred and licensing potential (Series 7/66/63/65) pursued