Wealth Client Services Associate

Morgan Stanley; Raleigh (NC); On-site; USD 46,000 - 70,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support to Financial Advisors, Private Wealth Advisors, and teams. You’ll handle account inquiries, coordinate money movements, and educate clients on digital tools while maintaining accurate documentation and compliance with policies.

The role emphasizes strong interpersonal skills, attention to detail, and the ability to work in a fast-paced environment.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) preferred.
• Two or more years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, funds and annuities.

Responsibilities

• Provide service coverage for a FA/PWA/team and support client relationships.
• Execute money movement transactions per client/FA/PWA requests.
• Answer non-investment questions about client accounts and balances.
• Enter profile information and pre-fill account docs in clerical capacity.
• Educate or enroll clients in digital tools such as MSOnline, eSign, eAuthorization.
• Onboard and maintain client accounts, collecting information and docs.
• Assist in marketing efforts and support the business plan.
• Stay updated on policies, procedures and platforms.

Skills

Interpersonal skills

Client service

Attention to detail

Microsoft Office

Time management

Team player

Multitasking

Effective communication

Written communication

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7/66 or 63/65

2+ years industry experience preferred

Tools

Excel

Word

PowerPoint

Outlook

CRM software

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support to Financial Advisors, Private Wealth Advisors, and teams. You’ll handle account inquiries, coordinate money movements, and educate clients on digital tools while maintaining accurate documentation and compliance with policies.

The role emphasizes strong interpersonal skills, attention to detail, and the ability to work in a fast-paced environment.