Wealth Management Client Service Pro

PowerToFly; New York (NY); On-site; USD 35,360 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Officer to support Financial Advisors and Private Wealth Advisors by nurturing client relationships and handling day-to-day service tasks in a dynamic wealth-management setting.

The role requires strong communication, multi-tasking, and proficiency in MS Office, with opportunities to engage in digital tools adoption and team initiatives in a client-first culture.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Willingness to obtain Series 7, Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Detail-oriented with strong organizational and prioritization skills.
• Proficient in Microsoft Office: Word, Excel, Outlook, PowerPoint.
• Excellent writing, interpersonal and client service skills.
• Strong time management and the ability to multi-task in a fast-paced environment.
• Team player who can collaborate across groups.
• Goal-oriented, self-motivated and results-driven.

Responsibilities

• Support Financial Advisors/Private Wealth Advisors/teams by cultivating and enhancing client relationships.
• Execute money movement transactions as requested by clients or advisors.
• Answer non-investment questions about client accounts and relay balances and positions.
• Enter profile information and pre-fill documentation on client accounts as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing efforts and help teams deliver against business plans.

Skills

Detail orientation

MS Office

Writing & communication

Time management

Teamwork

Adaptability

Multitasking

Results driven

Education

High School Diploma/Equivalency

College degree preferred

Industry experience a plus

Licensing: Series 7/66/63/65 willingness

Tools

MS Office (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley is seeking a Client Service Officer to support Financial Advisors and Private Wealth Advisors by nurturing client relationships and handling day-to-day service tasks in a dynamic wealth-management setting.

The role requires strong communication, multi-tasking, and proficiency in MS Office, with opportunities to engage in digital tools adoption and team initiatives in a client-first culture.