Wealth Management Client Services Associate

PowerToFly; Greenwich (CT); On-site; USD 35,360 - 61,200; Full time

Benefits offered by this job

Medical benefits

Dental benefits

401(k)

Job summary

Morgan Stanley in Connecticut seeks a Client Service Associate to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships and handling routine client inquiries with accuracy and discretion.

Daily duties include managing calendars, scheduling calls, processing money movements, and assisting with documentation and digital-tool enrollment. Competitive benefits accompany the role.

Qualifications

• High School Diploma or equivalent is required.
• College degree preferred, Morgan Stanley supports diversity.
• Willingness to obtain Series 7/66/63/65 as applicable.
• Strong writing, interpersonal and client service skills.

Responsibilities

• Provide service coverage for Financial Advisors/Private Wealth Advisors/teams.
• Execute money movement transactions as requested by clients or advisors.
• Answer non-investment questions about client accounts and balances.
• Enter profile information and pre-fill account docs in clerical capacity.
• Educate or enroll clients in digital tools.
• Support marketing and business plan delivery.
• Maintain knowledge of policies, procedures and platforms.

Skills

Interpersonal skills

Microsoft Office

Time management

Writing and communication

Team collaboration

Detail oriented

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office Suite

Job description

Morgan Stanley in Connecticut seeks a Client Service Associate to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships and handling routine client inquiries with accuracy and discretion.

Daily duties include managing calendars, scheduling calls, processing money movements, and assisting with documentation and digital-tool enrollment. Competitive benefits accompany the role.