Wealth Client Services Associate

Socket.dev; Plano (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and teams in delivering exceptional service. You will build trusted client relationships, assist with money movements, and handle routine inquiries about accounts and balances.

Join a position with exposure to client accounts, digital tool education, and ongoing training. This role emphasizes accuracy, organization, and teamwork within a fast-paced environment in Plano, TX.

Qualifications

• High School Diploma or equivalent is required; college degree preferred.
• Active securities licenses Series 7 and Series 66 (or Series 63 and 65) are required or preferred.
• Two or more years of industry experience are preferred.

Responsibilities

• Provide service coverage for FAs/PWAs/teams, cultivate client relationships, and handle money movement requests.
• Answer general client questions, relay holdings and balances, and pre-fill documentation where needed.
• Educate clients on digital tools and onboard new accounts, maintaining updated client information.
• Support marketing efforts and assist teams in meeting their business plans and client service models.
• Handle administrative tasks including calendar management, travel plans, and expense reports.

Skills

Financial knowledge

Detail orientation

Written communication

Interpersonal skills

Time management

Team player

Multitasking

Goal orientation

Education

High School diploma

College degree preferred

Active Series 7

Series 66 or 63/65

2+ years industry experience

Tools

MS Office

Excel

PowerPoint

Outlook

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and teams in delivering exceptional service. You will build trusted client relationships, assist with money movements, and handle routine inquiries about accounts and balances.

Join a position with exposure to client accounts, digital tool education, and ongoing training. This role emphasizes accuracy, organization, and teamwork within a fast-paced environment in Plano, TX.