Wealth Management Client Service Associate

Socket.dev; Newark (NJ); On-site; USD 32,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Paid time off

Dental coverage

Vision coverage

Job summary

Morgan Stanley in Newark, NJ is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth teams. You will build trusted client relationships and handle routine account inquiries, transactions and documentation in a fast-paced environment.

The role emphasizes client-first service, accuracy, and collaboration with advisors. Candidates should have a high school diploma (college degree preferred) and licensure (Series 7/66 or 63/65) with 2+ years of industry

Qualifications

• High school diploma or equivalent required; college degree preferred.
• 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
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities and more
• Strong writing, interpersonal and client service skills

Responsibilities

• Support FAs/PWAs/teams in cultivating and enhancing client relationships
• Execute money movement transactions per client/FA/TEAM instructions
• Answer general non-investment questions on client accounts and provide balances
• Enter profile information and pre-fill account documentation
• Educate or enroll clients in digital tools
• Onboard and maintain client accounts with required documentation
• Provide details around clients' account information (objectives, risk tolerance)
• Assist with marketing strategies (website maintenance)
• Support business plan and client service model
• Stay current on policies, procedures, and platforms
• Participate in firm initiatives and special projects

Skills

Client relationship

Interpersonal skills

Communication

Time management

Problem solving

Team player

Adaptability

Attention to detail

Organization

Education

High School Diploma or equivalent

College degree preferred

Tools

MS Office

Job description

Morgan Stanley in Newark, NJ is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth teams. You will build trusted client relationships and handle routine account inquiries, transactions and documentation in a fast-paced environment.

The role emphasizes client-first service, accuracy, and collaboration with advisors. Candidates should have a high school diploma (college degree preferred) and licensure (Series 7/66 or 63/65) with 2+ years of industry