Wealth Client Services Associate

711 MS Smith Barney, LLC; Weston (CT); On-site; USD 25,000 - 83,000; Full time

Benefits offered by this job

Medical

Prescription Drug

Dental

Vision

Health Savings Account

Dependent Day Care Savings Account

Life Insurance

Disability

401(k)

Paid Time Off

Job summary

Morgan Stanley's Connecticut office seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, account maintenance and basic transaction processing. The role emphasizes client relationships, digital tools, and clerical efficiency in a fast-paced setting.

The position requires a high school diploma, relevant licenses, and 2+ years in financial services, with strong interpersonal and organizational skills.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred; relevant licenses desirable.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two+ years of industry experience preferred.

Responsibilities

• Support FAs/PWAs/teams in cultivating client relationships.
• Execute money movement transactions as requested.
• Answer general non-investment questions about accounts.
• Onboard and maintain client accounts in a clerical capacity.
• Educate clients on digital tools and e-signing processes.
• Assist with calendar management, travel itineraries, and expense reports.
• Support marketing and client service initiatives and trainings.

Skills

Interpersonal skills

Client service

MS Office

Time management

Detail oriented

Communication

Education

High School Diploma

College degree preferred

Series 7/66/63/65

Tools

Microsoft Word

Microsoft Excel

Outlook

PowerPoint

Job description

Morgan Stanley's Connecticut office seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, account maintenance and basic transaction processing. The role emphasizes client relationships, digital tools, and clerical efficiency in a fast-paced setting.

The position requires a high school diploma, relevant licenses, and 2+ years in financial services, with strong interpersonal and organizational skills.