Wealth Management Client Service Associate

Morgan Stanley; Washington; On-site; USD 33,000 - 85,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors, building trusted client relationships and handling routine transactions in a fast-paced environment.

Ideal candidates have a college degree, relevant licenses (Series 7/66/63/65), and 2+ years of industry experience, with strong writing, interpersonal, and organizational skills, plus advanced Microsoft Office capabilities.

Qualifications

• 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 (equities, bonds, options, mutual funds, annuities, insurance, managed accounts).
• Detail oriented with strong organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Exceptional writing, interpersonal and client service skills.
• Team player with ability to collaborate.
• Able to work in a fast-paced, evolving environment.
• Adaptable and able to multitask.
• Goal oriented, self-motivated and results driven.

Responsibilities

• Provide service coverage for a FA/PWA/team including cultivating and enhancing client relationships.
• Execute money movement transactions as requested.
• Answer general non-investment questions concerning client accounts and provide balances.
• Enter profile information or pre-fill account docs in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts collecting information and docs.
• Provide clients with account details (objectives, risk tolerance).
• Accept or enter unsolicited orders in clerical capacity.
• Support FAs/PWAs/teams' marketing strategy and website maintenance.
• Assist teams in delivering against business plans and client service model.
• Stay current on policies, procedures, and new platforms.
• Participate in trainings, projects, and other duties as directed.

Skills

Client service

Interpersonal skills

Detail oriented

Writing

Team player

Multitask

Communication

Organizational skills

Education

College degree preferred

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

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors, building trusted client relationships and handling routine transactions in a fast-paced environment.

Ideal candidates have a college degree, relevant licenses (Series 7/66/63/65), and 2+ years of industry experience, with strong writing, interpersonal, and organizational skills, plus advanced Microsoft Office capabilities.