Wealth Client Services Specialist

Morgan-Stanley; Morristown (NJ); On-site; USD 32,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Prescription Drug Coverage

Dental Insurance

Vision Insurance

Health Savings Account

Dependent Day Care Savings Account

Life Insurance

Disability insurance

401(k)

Job summary

Morgan Stanley in Morristown, NJ seeks a Registered Client Service Associate to provide exceptional service and support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process money movements, and maintain accurate profile data across accounts.

The role requires strong interpersonal and written communication skills, proficiency with MS Office, and a client-first mindset.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Active Series 7 and Series 66 (GS) or Series 63 and Series 65 (AG)
• Two or more years of industry experience preferred

Responsibilities

• Provide service coverage for FA/PWA/team and cultivate client relationships.
• Execute money movement transactions at the request of the client and/or FA/PWA/team.
• Answer general non-investment questions concerning client accounts and relaying stock positions and balances.
• Enter profile information or pre-fill account documentation on client accounts.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts and collect required documentation.

Skills

Interpersonal skills

Client service

Time management

Team player

Multitasking

MS Office

Written communication

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office

Job description

Morgan Stanley in Morristown, NJ seeks a Registered Client Service Associate to provide exceptional service and support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process money movements, and maintain accurate profile data across accounts.

The role requires strong interpersonal and written communication skills, proficiency with MS Office, and a client-first mindset.