Wealth Client Services Associate - Admin & Client Support

Morgan Stanley; North Dakota; On-site; USD 70,000 - 115,000; Full time

Job summary

Morgan Stanley in the United States seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will interact with clients, maintain accounts, process routine requests, and help drive the client service model.

The role emphasizes strong interpersonal skills, detail orientation, and the ability to work in a fast-paced environment while upholding Morgan Stanley's commitment to client service and ethical standards.

Qualifications

• Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Detail oriented with strong organizational and prioritization skills
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Exceptional writing, interpersonal and client service abilities
• Strong time management and ability to multitask
• Team player with collaborative mindset
• Ability to work in a fast-paced, evolving environment
• Goal oriented and self-motivated

Responsibilities

• Support FAs/PWAs/teams in cultivating and enhancing client relationships
• Execute money movement transactions per client instruction
• Answer general non-investment questions about client accounts
• Enter profile information and prepare documentation
• Educate clients on digital tools (MSOnline, eSign, eAuthorization)
• Onboard and maintain client accounts with required documentation
• Provide clients with details on their investment objectives and risk tolerance
• Assist with marketing and website maintenance
• Support teams’ business plans and client service models
• Stay current on policies, procedures, and new platforms
• Participate in training and special projects

Skills

Interpersonal skills

Client service

Time management

Multitasking

Team player

Written communication

Adaptability

Detail orientation

Education

High School Diploma

College degree preferred

Active Series 7 and Series 66 or Series 63 and 65

Two+ years industry experience

Tools

Microsoft Office

Excel

PowerPoint

Outlook

Job description

Morgan Stanley in the United States seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will interact with clients, maintain accounts, process routine requests, and help drive the client service model.

The role emphasizes strong interpersonal skills, detail orientation, and the ability to work in a fast-paced environment while upholding Morgan Stanley's commitment to client service and ethical standards.