Wealth Client Services Associate — Impactful Support

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

Benefits offered by this job

Medical

Dental

Vision

401(k)

Job summary

Morgan Stanley in Red Bank, NJ seeks a Client Service Associate to support Financial Advisors and teams, handling client inquiries, money movements, and account documentation. You will maintain calendars, process expense reports, and educate clients on digital tools.

Requirements include a high school diploma, strong writing and interpersonal skills, and proficiency with Excel/Word/Outlook. This is a fast-paced, team-oriented role with opportunities for licenses and career growth.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred; industry experience is a plus.
• Willingness to obtain securities licenses (Series 7/66/63/65) as needed.

Responsibilities

• Provide client service coverage for FAs/PWAs/teams and support daily operations.
• Handle inbound/outbound calls and calendar management.
• Assist with expense reports, travel itineraries and in-office tasks.

Skills

Client service

Interpersonal skills

Microsoft Office

Time management

Education

High School Diploma

College degree preferred

Tools

Excel

Word

PowerPoint

Job description

Morgan Stanley in Red Bank, NJ seeks a Client Service Associate to support Financial Advisors and teams, handling client inquiries, money movements, and account documentation. You will maintain calendars, process expense reports, and educate clients on digital tools.

Requirements include a high school diploma, strong writing and interpersonal skills, and proficiency with Excel/Word/Outlook. This is a fast-paced, team-oriented role with opportunities for licenses and career growth.