Wealth Client Services Associate — Growth & Planning

711 MS Smith Barney, LLC; United States; On-site; USD 55,000 - 85,000; Full time

Job summary

Morgan Stanley in the United States seeks a Registered Client Service Associate to elevate client service and support onboarding, documentation, and routine transactions across client accounts. You will assist with requests, ensure security and accuracy, and collaborate with Financial Advisors to meet client needs.

The role emphasizes strong communication, meticulous record-keeping, and ongoing development through firm training.

Qualifications

• 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.
• High School Diploma/Equivalency. College degree preferred.

Responsibilities

• Cultivate and enhance client relationships through active communication and handling client requests.
• Identify and promote Firm services and digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
• Onboard and maintain client accounts, including documentation and risk assessment.
• Input client-initiated orders and discuss reinvestment options with Advisors.
• Prepare financial plans, client reports, and materials for meetings.

Skills

Client service excellence

Communication

Documentation accuracy

MS Office proficiency

Team player

Attention to detail

Adaptability

Education

Active Series 7 & Series 66/63 & 65

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in the United States seeks a Registered Client Service Associate to elevate client service and support onboarding, documentation, and routine transactions across client accounts. You will assist with requests, ensure security and accuracy, and collaborate with Financial Advisors to meet client needs.

The role emphasizes strong communication, meticulous record-keeping, and ongoing development through firm training.