Wealth Client Services Associate

Morgan Stanley; Shrewsbury (NJ); On-site; USD 31,200 - 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 in Shrewsbury, NJ, to provide exceptional service to clients and support Financial Advisors. The successful candidate will assist with client interactions and account management, ensuring a client-first approach.

The role requires strong interpersonal skills, experience in the financial industry, and proficiency in Microsoft Office. Compensation ranges from $31,200 to $90,000 per year, along with a comprehensive benefits package.

Qualifications

• Two or more years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, options, and mutual funds.
• Exceptional writing, interpersonal and client service skills.

Responsibilities

• Support FA/PWA/team in cultivating client relationships.
• Answering general questions concerning client accounts.
• Manage calendars and coordinate meetings.

Skills

Interpersonal skills

Detail oriented

Advanced Microsoft Office skills

Time management skills

Team player

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

Morgan Stanley is seeking a Registered Client Service Associate in Shrewsbury, NJ, to provide exceptional service to clients and support Financial Advisors. The successful candidate will assist with client interactions and account management, ensuring a client-first approach.

The role requires strong interpersonal skills, experience in the financial industry, and proficiency in Microsoft Office. Compensation ranges from $31,200 to $90,000 per year, along with a comprehensive benefits package.