Wealth Management Client Experience Associate

Morgan-Stanley; Town of Islip (NY); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley seeks a Registered Client Service Associate to enhance client relationships, onboard accounts, and process requests with accuracy in New York. You will collaborate with Financial Advisors to deliver comprehensive services and guidance using firm policies and digital tools.

Ideal candidates hold required licenses (Series 7/66 or 63/65), strong communication, and proficiency in MS Office, with a client-first mindset in a fast-paced environment.

Qualifications

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

Responsibilities

• Cultivate and enhance client relationships through active communication and timely guidance.
• Onboard and maintain client accounts, collect documentation, and process money movements.
• Prepare financial plans, client reports, and materials for client meetings.
• Partner with Financial Advisors to develop and execute business plans and service models.
• Support marketing efforts and assist with client events and seminars.
• Perform administrative duties, including calendar, travel, and expense management.

Skills

Written communication

Interpersonal skills

Client service

Team player

Adaptability

Attention to detail

Organizational skills

Goal oriented

Education

Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Two+ years of industry experience

High School Diploma / Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley seeks a Registered Client Service Associate to enhance client relationships, onboard accounts, and process requests with accuracy in New York. You will collaborate with Financial Advisors to deliver comprehensive services and guidance using firm policies and digital tools.

Ideal candidates hold required licenses (Series 7/66 or 63/65), strong communication, and proficiency in MS Office, with a client-first mindset in a fast-paced environment.