Wealth Client Services Associate (Advisory Support)

Morgan Stanley; Phoenix (AZ); On-site; USD 42,000 - 52,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors, PWAs, and teams daily. The role emphasizes client-first mindset, strong interpersonal skills, and the ability to handle routine client needs and administrative tasks.

Responsibilities include client relationship cultivation, money movement, account inquiries, document processing, digital tool enrollment, and calendar/expense management.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Responsibilities

• Provide service coverage for an FA/PWA/team.
• Execute money movement transactions on request.
• Answer non-investment questions about client accounts.
• Enter profile information on client accounts; clerical duties as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing strategy and website maintenance for FAs/PWAs/teams.
• Assist teams in delivering against business plans and client service models.
• Stay current on policies, procedures, and new platforms.
• Participate in training, projects, and other duties as directed by management.
• Answer inbound/outbound calls; manage calendar and meetings with Zoom credentials.
• Maintain travel itineraries and expense reports; assist with in-office support.

Skills

Interpersonal skills

Microsoft Office

Writing skills

Time management

Team player

Adaptability

Attention to detail

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Willingness to obtain Series 7/66/63/65 licenses

Tools

MS Office

Job description

Morgan Stanley is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors, PWAs, and teams daily. The role emphasizes client-first mindset, strong interpersonal skills, and the ability to handle routine client needs and administrative tasks.

Responsibilities include client relationship cultivation, money movement, account inquiries, document processing, digital tool enrollment, and calendar/expense management.