Wealth Client Services Associate

Morgan Stanley; Town/Village of Harrison (NY); On-site; USD 55,000 - 95,000; Full time

Job summary

Morgan Stanley in New York is seeking a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors daily. You will help cultivate client relationships, handle money movements, and relay account information with accuracy.

The role requires a High School Diploma or equivalent, college degree preferred, and active Series 7 and Series 66/63/65 licensing with 2+ years of industry experience.

Qualifications

• High School diploma or equivalent; college degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) preferred.
• Two or more years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Strong organizational, writing, interpersonal and client service skills.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Ability to multitask, work in a fast-paced environment and collaborate with teams.

Responsibilities

• Support Financial Advisors/Private Wealth Advisors/teams in cultivating client relationships.
• Execute money movement transactions as requested by clients or teams.
• Answer general non-investment questions and relay account information and balances.
• Enter profile information and prepare documentation in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, collecting required information.

Skills

Client service

Relationship skills

MS Office

Time management

Team player

Adaptability

Communication

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office Suite

Series 7

Series 66/63/65

Job description

Morgan Stanley in New York is seeking a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors daily. You will help cultivate client relationships, handle money movements, and relay account information with accuracy.

The role requires a High School Diploma or equivalent, college degree preferred, and active Series 7 and Series 66/63/65 licensing with 2+ years of industry experience.