Wealth Client Services Associate

Morgan Stanley; Potomac (MD); On-site; USD 35,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

401(k)

Paid time off

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to help shape our client experience and support growth. You will work with Financial Advisors to deliver the full firm to clients, onboarding accounts, processing requests, and ensuring documentation remains current.

You will develop knowledge of firm policies, assist with banking products and digital services, and maintain client relationships through proactive service and multitasking in a fast-paced environment.

Qualifications

• Two or more years of industry experience preferred.
• High School Diploma/Equivalency required; college degree preferred.
• Active securities licenses: Series 7 and 66 or Series 63 and 65.

Responsibilities

• Cultivate and enhance client relationships via active communication and service requests.
• Identify Morgan Stanley services to meet client needs, including digital offerings.
• Onboard and maintain client accounts, verify information and process money movement.
• Input orders, discuss reinvestment options and corporate actions with Advisors.
• Prepare financial plans, client reports, and materials for meetings.
• Collaborate with Financial Advisors to develop and execute client service plans.
• Support marketing efforts and participate in training and firm initiatives.

Skills

Client service

Exceptional writing

Interpersonal skills

Detail oriented

Microsoft Office

Team player

Fast-paced environment

Goal oriented

Financial products knowledge

Education

High School Diploma or equivalent

College degree preferred

Licenses: Series 7/66 or Series 63/65

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to help shape our client experience and support growth. You will work with Financial Advisors to deliver the full firm to clients, onboarding accounts, processing requests, and ensuring documentation remains current.

You will develop knowledge of firm policies, assist with banking products and digital services, and maintain client relationships through proactive service and multitasking in a fast-paced environment.