Wealth Client Services Associate

Morgan-Stanley; Wellesley (MA); On-site; USD 21,000 - 60,000; Full time

Job summary

Morgan Stanley seeks a Registered Client Service Associate in Massachusetts to support Financial Advisors and private wealth teams. The role focuses on client relationships, account maintenance, and routine transactions, requiring strong interpersonal and organizational skills.

The position emphasizes client education on digital tools and coordination with teams to meet business goals, with standard compliance and service standards across the office.

Qualifications

• High School Diploma/Equivalency; College degree 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 and time-management skills; detail oriented.

Responsibilities

• Provide client support for FA/PWA/team and assist with client relationships.
• Execute money movement transactions and respond to client inquiries about account balances.
• Onboard and maintain client accounts; gather required documentation.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Support marketing initiatives and coordinate scheduling/communications.

Skills

Client service

Interpersonal skills

Time management

Organizational skills

Communication skills

Writing skills

Team oriented

Education

Active Series 7/66/63/65 certifications

Tools

Microsoft Office

Job description

Morgan Stanley seeks a Registered Client Service Associate in Massachusetts to support Financial Advisors and private wealth teams. The role focuses on client relationships, account maintenance, and routine transactions, requiring strong interpersonal and organizational skills.

The position emphasizes client education on digital tools and coordination with teams to meet business goals, with standard compliance and service standards across the office.