Wealth Client Services Associate

Morgan-Stanley; Phoenix (AZ); On-site; USD 52,000 - 73,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. The role involves handling client inquiries, processing money movements, onboarding clients, and maintaining records with strong attention to detail.

Ideal candidates will have Series 7/66 or Series 63/65 licenses, college degree preferred, and excellent communication. A fast-paced team environment with a client-first approach is expected.

Qualifications

• Education: High School Diploma or equivalent; college degree preferred.
• Licenses: Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).

Responsibilities

• Provide client support for FAs/PWAs/teams, including cultivating relationships and answering account questions.
• Enter and process money movement transactions as requested.
• Handle administrative tasks such as calendar management, expense reports, and travel arrangements.
• Educate clients on digital tools and onboard them to platforms like MSOnline, eSign, and eAuthorization.
• Maintain client accounts and assist with documentation and account details.
• Assist with marketing tasks and participate in firm initiatives.

Education

High School Diploma/Equivalency

College degree preferred

Excellent communication

Detail oriented

Time management

Team player

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. The role involves handling client inquiries, processing money movements, onboarding clients, and maintaining records with strong attention to detail.

Ideal candidates will have Series 7/66 or Series 63/65 licenses, college degree preferred, and excellent communication. A fast-paced team environment with a client-first approach is expected.