Wealth Client Services Associate

Morgan Stanley; Washington (District of Columbia); On-site; USD 33,280 - 85,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Paid Time Off

Disability insurance

Life insurance

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in Washington, DC. The successful candidate will support Financial Advisors and provide exceptional service to clients. Key responsibilities include managing client interactions, executing transactions, and maintaining account documentation. A college degree and relevant licenses such as Series 7 and 66/63 are preferred along with strong interpersonal skills. The salary range for this position is $33,280 - $85,000 annually, along with extensive employee benefits.

Qualifications

• Preferred college degree.
• Must have Series 7, 66/63, and 65 licenses.
• Two years industry experience preferred.

Responsibilities

• Support FA/PWA/team in client relationships.
• Execute client transaction requests.
• Answer non-investment client questions.

Skills

Interpersonal skills

Detail oriented

Organizational skills

Advanced Microsoft Office skills

Client service skills

Team collaboration

Education

College degree preferred

Active Series 7 and Series 66 or Series 63 and Series 65

Two or more years of industry experience preferred

Job description

Morgan Stanley is seeking a Registered Client Service Associate in Washington, DC. The successful candidate will support Financial Advisors and provide exceptional service to clients. Key responsibilities include managing client interactions, executing transactions, and maintaining account documentation. A college degree and relevant licenses such as Series 7 and 66/63 are preferred along with strong interpersonal skills. The salary range for this position is $33,280 - $85,000 annually, along with extensive employee benefits.