Wealth Management Client Service Associate

711 MS Smith Barney, LLC; West Palm Beach (FL); On-site; USD 42,000 - 62,000; Full time

Job summary

Morgan Stanley in the United States is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will build trusted client relationships, assist with account maintenance, and help with digital tools enrollment and money movements.

The role emphasizes client-first service, strong communication, and ability to multitask in a fast-paced environment. Onsite office-based position with collaboration across teams.

Qualifications

• High School Diploma/Equivalency; college degree preferred.
• Active Series 7 (GS), 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, funds, annuities, insurance and managed accounts.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).

Responsibilities

• Support FA/PWA/team in cultivating and enhancing client relationships.
• Execute money movement transactions at request of client/FA/PWA/team.
• Answer general non-investment questions about client accounts; relay positions and balances.
• Enter profile information or pre-fill account docs under supervision.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts; collect required documentation.
• Provide clients with details around account information and objectives.
• Accept or enter unsolicited or solicited orders as directed.
• Support marketing strategies (e.g., website maintenance).
• Assist teams in delivering against business plans and client service model.
• Stay current on policies, procedures and new platforms.

Skills

Client service

Interpersonal skills

Microsoft Office

Time management

Team player

Multitasking

Communication skills

Education

High School Diploma

College degree preferred

Series 7 (GS)

Series 66 (AG/RA)

Series 63 (AG)

Series 65 (RA)

Tools

MSOnline

eSign

eAuthorization

Job description

Morgan Stanley in the United States is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will build trusted client relationships, assist with account maintenance, and help with digital tools enrollment and money movements.

The role emphasizes client-first service, strong communication, and ability to multitask in a fast-paced environment. Onsite office-based position with collaboration across teams.