Wealth Client Services Associate

Morgan-Stanley; Town of Florida (NY); On-site; USD 55,000 - 85,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in New York. The role focuses on client service, transaction processing, and education on digital tools while maintaining up-to-date knowledge of firm policies and platforms.

The successful candidate will demonstrate exceptional interpersonal and writing skills, strong time management, and the ability to work in a fast-paced environment.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active securities licenses: Series 7 and 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• At least 5 years of industry experience required.

Responsibilities

• Provide service coverage for FA/PWA/team and support client relationships.
• Process money movement transactions at client/FA/PWA requests.
• Answer non-investment questions and relay account information to clients.

Skills

Interpersonal skills

Writing skills

Client service

Time management

Team player

Adaptable

Multitasking

Knowledge of financial products

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66 or 63/65

Tools

MS Office (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in New York. The role focuses on client service, transaction processing, and education on digital tools while maintaining up-to-date knowledge of firm policies and platforms.

The successful candidate will demonstrate exceptional interpersonal and writing skills, strong time management, and the ability to work in a fast-paced environment.