Wealth Client Services Associate

Morgan-Stanley; Town of Islip (NY); On-site; USD 22,000 - 56,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate in New York to support Financial Advisors, PWAs and teams with daily client service activities. Responsibilities include handling money movements, answering client questions, and maintaining accurate account data while promoting digital tools and service excellence.

The role requires strong communication, time management and teamwork, with growth potential and licensing opportunities as part of career development.

Qualifications

• High School Diploma or equivalent is required.
• College degree preferred by the employer.
• Licensing or willingness to obtain securities licenses (Series 7/66/63/65) is noted.

Responsibilities

• Provide client support and coverage for FAs/PWAs/teams.
• Execute money movement transactions per client requests.
• Answer general non-investment questions & relay account information.
• Enter profile information and prep documents as directed.
• Educate clients on digital tools and support marketing efforts.
• Maintain awareness of policy updates and training opportunities.

Skills

Detail orientation

Microsoft Office

Exceptional writing

Interpersonal skills

Client service

Time management

Team player

Education

High School Diploma

College degree preferred

Tools

Series 7

Series 66

Series 63

Series 65

Job description

Morgan Stanley is seeking a Client Service Associate in New York to support Financial Advisors, PWAs and teams with daily client service activities. Responsibilities include handling money movements, answering client questions, and maintaining accurate account data while promoting digital tools and service excellence.

The role requires strong communication, time management and teamwork, with growth potential and licensing opportunities as part of career development.