Wealth Client Services Associate

PowerToFly; Virginia Beach (VA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors daily. You will build trusted relationships through regular client interactions with a client-first mindset.

The role includes money movement, onboarding, educating clients on digital tools, and clerical account tasks while staying current on policies and new platforms. Base pay ranges with comprehensive benefits are provided.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active Series 7 (GS), and Series 66 or Series 63 and Series 65.
• Two+ years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, options, funds, annuities, insurance, and managed accounts.
• Strong organizational skills and ability to multi-task.

Responsibilities

• Support the Financial Advisor(s)/team in cultivating and enhancing client relationships.
• Execute money movement transactions as requested.
• Answer general non-investment questions about client accounts and provide balances.
• Enter profile information or pre-fill documentation as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, collecting required documentation.
• Provide clients with details about investment objectives and risk tolerance.
• Assist with marketing and website maintenance for the team.

Skills

Client service

Interpersonal skills

Time management

Writing ability

Education

High School Diploma

College degree preferred

Series 7

Series 66

Series 63

Series 65

Tools

MS Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors daily. You will build trusted relationships through regular client interactions with a client-first mindset.

The role includes money movement, onboarding, educating clients on digital tools, and clerical account tasks while staying current on policies and new platforms. Base pay ranges with comprehensive benefits are provided.