Wealth Client Services Associate

Morgan-Stanley; Town of Islip (NY); On-site; USD 22,000 - 55,000; Full time

Job summary

Morgan Stanley seeks a Client Service Associate to provide essential support to Financial Advisors, PWAs and teams in managing daily client needs. You will handle money movements, answer routine questions, and help with account documentation while educating clients on digital tools.

The role emphasizes strong interpersonal skills, detail orientation, and the ability to collaborate in a fast-paced environment. Training and career growth opportunities are offered.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 as applicable.
• Detail oriented with strong organizational and writing skills.
• Excellent interpersonal and client service abilities.

Responsibilities

• Provide client support for FA/PWA/team; assist with money movement transactions on client requests.
• Answer non-investment questions; relay stock positions and account balances.
• Enter profile information and pre-fill account documents as directed; support onboarding.
• Educate clients in digital tools (MSOnline, eSign, eAuthorization) and assist with tools usage.
• Support marketing efforts and training initiatives; stay current on policies and platforms.

Skills

Microsoft Office

Client service

Time management

Interpersonal skills

Education

High School Diploma/Equivalency

College degree preferred

Tools

MSOnline

eSign

eAuthorization

Job description

Morgan Stanley seeks a Client Service Associate to provide essential support to Financial Advisors, PWAs and teams in managing daily client needs. You will handle money movements, answer routine questions, and help with account documentation while educating clients on digital tools.

The role emphasizes strong interpersonal skills, detail orientation, and the ability to collaborate in a fast-paced environment. Training and career growth opportunities are offered.