Wealth Client Services Associate

PowerToFly; Red Bank (NJ); On-site; USD 33,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate in New Jersey to provide day-to-day client support for Financial Advisors and Private Wealth Advisors. You will help with client communications, money movements, and digital tool enrollment, while handling clerical tasks and supporting the team’s business plan.

The role emphasizes strong written and interpersonal skills, office software proficiency, and the ability to multi-task in a fast-paced environment.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Strong Microsoft Office and writing/interpersonal skills.
• Experience supporting financial professionals is a plus.

Responsibilities

• Support Financial Advisor(s)/Private Wealth Advisor(s) and teams daily.
• Execute money movements and relay account information to clients.
• Assist with calendar, travel, expense reports, and admin tasks.

Skills

Client relationships

Interpersonal skills

MS Office

Organization

Time management

Team player

Adaptability

Multi-tasking

Education

High School Diploma

College degree

Job description

Morgan Stanley is seeking a Client Service Associate in New Jersey to provide day-to-day client support for Financial Advisors and Private Wealth Advisors. You will help with client communications, money movements, and digital tool enrollment, while handling clerical tasks and supporting the team’s business plan.

The role emphasizes strong written and interpersonal skills, office software proficiency, and the ability to multi-task in a fast-paced environment.