Wealth Client Services Associate

Socket.dev; West Palm Beach (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service, support Financial Advisors, and help manage daily activities. The role involves client account support, onboarding, and facilitating transactions while maintaining up-to-date knowledge of policies and digital tools.

The position requires strong interpersonal skills, attention to detail, and proficiency in Microsoft Office, with relevant FINRA licenses and industry experience preferred.

Qualifications

• High School Diploma or Equivalency required.
• College degree preferred.
• Active FINRA licenses: Series 7 and Series 66 or Series 63 and Series 65.
• Two or more years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Detail oriented with strong organizational skills.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Exceptional writing, interpersonal and client service skills.
• Strong time management skills.
• Team player with collaborative mindset.
• Ability to work in a fast-paced, evolving environment.
• Adaptable and multitask.

Responsibilities

• Provide service coverage for a FA/PWA/team including client relationship support.
• Execute money movement transactions per client/FA requests.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information and pre-fill account documentation as directed.
• Educate or enroll clients in digital tools like MSOnline and eSign.
• Onboard and maintain client accounts with required documentation.
• Provide clients with details on investment objectives and risk tolerance.
• Accept or enter unsolicited and solicited orders as directed.
• Support marketing strategies and website maintenance for FAs/PWAs/teams.
• Assist in delivering against business plans and client service model.
• Stay current on policies, procedures, and new platforms.
• Participate in training, projects, and other duties.

Skills

Interpersonal skills

Time management

Organization

Multitasking

Teamwork

Adaptability

Attention to detail

Written communication

Education

High School Diploma or Equivalency

College degree preferred

FINRA licenses: Series 7/66 or 63/65

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service, support Financial Advisors, and help manage daily activities. The role involves client account support, onboarding, and facilitating transactions while maintaining up-to-date knowledge of policies and digital tools.

The position requires strong interpersonal skills, attention to detail, and proficiency in Microsoft Office, with relevant FINRA licenses and industry experience preferred.