Wealth Client Services Associate

Morgan-Stanley; Shrewsbury (NJ); On-site; USD 32,000 - 90,000; Full time

Benefits offered by this job

Discretionary bonus

Medical, Dental, Vision benefits

401(k) with company match

Paid time off and holidays

Job summary

Morgan Stanley in New Jersey seeks a Registered Client Service Associate to support Financial Advisors and teams, handling client inquiries, account updates, and money movements. You will help maintain trusted relationships and ensure accurate data entry.

The role requires a high school diploma (college degree preferred), active securities licenses (Series 7/66 or 63/65), and 2+ years of industry experience. Strong MS Office skills, writing, and teamwork are essential.

Qualifications

• High School Diploma/Equivalency required.
• College degree preferred.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.
• Knowledge of financial products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Advanced Microsoft Office skills; Word, Excel, Outlook and PowerPoint.
• Exceptional writing, interpersonal and client service skills.
• Strong time management and multitasking abilities.
• Detail oriented with good organizational skills.

Responsibilities

• Provide service coverage for a FA/PWA/team and support client relationships.
• Execute money movement transactions per client/FA/PWA/team requests.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information and pre-fill account documentation in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Provide clients with details around account information and objectives.
• Enter unsolicited or solicited orders in clerical capacity.
• Support FAs/PWAs/teams' marketing strategies and website maintenance.
• Assist with business plan delivery and client service model.
• Stay updated on policies and new platforms.
• Participate in training and other projects.

Skills

Interpersonal skills

Time management

Attention to detail

Strong writing

Team player

Education

High School Diploma or equivalent

College degree preferred

Tools

Microsoft Office

Excel

PowerPoint

Outlook

Job description

Morgan Stanley in New Jersey seeks a Registered Client Service Associate to support Financial Advisors and teams, handling client inquiries, account updates, and money movements. You will help maintain trusted relationships and ensure accurate data entry.

The role requires a high school diploma (college degree preferred), active securities licenses (Series 7/66 or 63/65), and 2+ years of industry experience. Strong MS Office skills, writing, and teamwork are essential.