Wealth Client Services Associate - Onboarding & Support

Morgan Stanley; Toms River (NJ); On-site; USD 34,320 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Paid Time Off

Discretionary bonus

Job summary

Morgan Stanley in the United States is seeking a Registered Client Service Associate to support Financial Advisors and teams with client relationships and account administration.

The role involves handling money movements, answering questions about accounts, onboarding clients, educating on digital tools, and maintaining documentation while staying current on policies and platforms. Strong interpersonal skills and multitasking ability are essential.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses required.
• Two or more years of industry experience preferred.
• Knowledge of financial products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Excellent written, interpersonal and client service skills.
• Strong organizational and time management abilities.

Responsibilities

• Support FA/PWA/team in cultivating client relationships.
• Execute money movement transactions on request.
• Answer general non-investment questions about accounts.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts and collect required documentation.
• Provide account details and investment objectives to clients.
• Assist with marketing efforts and calendar management.
• Maintain knowledge of policies and new platforms.

Skills

Interpersonal skills

Client service

Detail oriented

Time management

Multitasking

Team player

Communication

Adaptable

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 and Series 66 or Series 63 and Series 65 licenses

Tools

Microsoft Office Suite

Job description

Morgan Stanley in the United States is seeking a Registered Client Service Associate to support Financial Advisors and teams with client relationships and account administration.

The role involves handling money movements, answering questions about accounts, onboarding clients, educating on digital tools, and maintaining documentation while staying current on policies and platforms. Strong interpersonal skills and multitasking ability are essential.