Wealth Client Services Associate - Advisor Support

Morgan Stanley; Red Bank (NJ); On-site; USD 33,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to deliver exceptional client service to Financial Advisors, Private Wealth Advisors and teams. You will build trusted relationships, handle daily inquiries, and support the client service model in a fast-paced environment.

Responsibilities include money movements, calendar management, expense handling, and onboarding clients to digital tools while staying current on firm policies and procedures.

Qualifications

• College degree preferred; industry experience is a plus.
• Willingness to obtain Series 7/66 (AG/RA) or Series 63/65 as applicable.
• Detail oriented with strong organizational skills and prioritization.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Exceptional writing, interpersonal and client service abilities.

Responsibilities

• Provide service coverage for a FA/PWA/team including relationship cultivation and support.
• Execute money movement transactions per client/FA/PWA requests.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information or pre-fill account documentation as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support FAs/PWAs/teams’ marketing strategy and website maintenance.
• Assist teams in delivering against their business plan and client service model.
• Stay current on policies, procedures and new platforms.
• Participate in firm initiatives, training programs and special projects.

Skills

Interpersonal skills

Client service

Communication skills

Team player

Detail oriented

MS Office

Education

College degree preferred

Tools

MS Office / MS Office Suite

Job description

Morgan Stanley is seeking a Client Service Associate to deliver exceptional client service to Financial Advisors, Private Wealth Advisors and teams. You will build trusted relationships, handle daily inquiries, and support the client service model in a fast-paced environment.

Responsibilities include money movements, calendar management, expense handling, and onboarding clients to digital tools while staying current on firm policies and procedures.