Wealth Client Services Associate

711 MS Smith Barney, LLC; Village of Garden City (NY); On-site; USD 23,000 - 60,000; Full time

Benefits offered by this job

Benefits package

Career development opportunities

Paid time off

Job summary

Morgan Stanley is seeking a Client Service Associate in New York to support Financial Advisors and teams in delivering exceptional client service. You will handle money movements, respond to client inquiries, and onboard clients to digital tools while maintaining accurate profiles and documentation.

You will support marketing and client service initiatives, stay updated on policies, and collaborate with teams in a fast-paced environment.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7 (GS) and Series 66/63/65 licenses as applicable.

Responsibilities

• Support Financial Advisors/Private Wealth Advisors/teams in cultivating and enhancing client relationships.
• Execute money movement transactions per client/FA/PWA instructions.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information or pre-fill documents for client accounts as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing efforts and website maintenance for FAs/PWAs/teams.
• Assist teams in delivering against business plans and client service models.
• Stay current on policies, procedures and platforms.
• Participate in training, projects and duties from local management.

Skills

Client service

Interpersonal skills

Time management

Communication

Detail orientation

MS Office

Team player

Adaptability

Series 7/66 readiness

Education

High School Diploma

College degree preferred

Tools

Microsoft Office

CRM software

Job description

Morgan Stanley is seeking a Client Service Associate in New York to support Financial Advisors and teams in delivering exceptional client service. You will handle money movements, respond to client inquiries, and onboard clients to digital tools while maintaining accurate profiles and documentation.

You will support marketing and client service initiatives, stay updated on policies, and collaborate with teams in a fast-paced environment.