Wealth Client Services Associate – Client-Focused Support

711 MS Smith Barney, LLC; Morristown (NJ); On-site; USD 33,000 - 90,000; Full time

Benefits offered by this job

Medical

Prescription Drug

Dental

Vision

401(k)

Paid Time Off

Holidays

Life Insurance

Disability

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to deliver outstanding client service and support advisory teams. The role involves handling account information, educating clients on digital tools, and assisting with onboarding and day-to-day client requests.

The position emphasizes strong interpersonal skills, meticulous organization, and the ability to multitask in a fast-paced environment. It includes engagement with the firms’ service model and ongoing training opportunities.

Qualifications

• High School Diploma/Equivalency required; college degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Two or more years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Advanced Microsoft Office skills; strong writing, interpersonal and client service abilities.

Responsibilities

• Support FAs/PWAs/teams in cultivating and enhancing client relationships.
• Execute money movements per client/FA requests.
• Answer non-investment questions and relay account balances and positions.
• Enter profile information and pre-fill documentation; clerical duties as directed.
• Educate clients on digital tools such as MSOnline, eSign, eAuthorization.
• Onboard and maintain client accounts with required documentation.
• Provide clients with details on account information and investment objectives.
• Enter unsolicited and solicited orders per direction of FA/PWA/team.
• Support marketing efforts and business plan execution.
• Stay current on policies, procedures, and new platforms.
• Participate in firm initiatives and special projects.

Skills

Interpersonal skills

Time management

Multitasking

Detail oriented

Client service

Microsoft Office

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 (GS)

Series 66 (AG/RA)

Series 63 (AG)

Series 65 (RA)

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to deliver outstanding client service and support advisory teams. The role involves handling account information, educating clients on digital tools, and assisting with onboarding and day-to-day client requests.

The position emphasizes strong interpersonal skills, meticulous organization, and the ability to multitask in a fast-paced environment. It includes engagement with the firms’ service model and ongoing training opportunities.