Wealth Client Services Associate

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

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisor teams on a daily basis. The role emphasizes a client-first mindset, strong interpersonal skills, and the ability to assist clients with everyday needs.

Key duties include supporting FAs/PWAs, handling money movements, answering account questions, and onboarding clients. The position requires strong knowledge of financial products and proficient Microsoft Office

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Active Series 7 and Series 66 (AG/RA) or Series 63/65 (RA) for licensing.
• Two or more years of industry experience preferred.

Responsibilities

• Support FA/PWA/teams in cultivating and enhancing client relationships.
• Execute money movement transactions per client/FA request.
• Answer general non-investment questions about accounts and balances.

Skills

Financial products knowledge

Detail oriented

MS Office proficiency

Strong communication

Education

High School Diploma/Equivalency

College degree preferred

Series 7 and Series 66 or Series 63/65

Two+ years industry experience preferred

Tools

Microsoft Office Suite

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisor teams on a daily basis. The role emphasizes a client-first mindset, strong interpersonal skills, and the ability to assist clients with everyday needs.

Key duties include supporting FAs/PWAs, handling money movements, answering account questions, and onboarding clients. The position requires strong knowledge of financial products and proficient Microsoft Office