Wealth Management Client Services Associate

Morgan Stanley; Maryland; On-site; USD 33,000 - 88,000; Full time

Benefits offered by this job

Medical, Prescription Drug, Dental, &

Vision and Health Savings Account

401(k) and retirement plans

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors, PWAs and teams daily. You will help grow client relationships, process transactions and educate clients on digital tools while maintaining up-to-date knowledge of policies and platforms.

The role emphasizes accuracy, organization and a proactive service mindset within a fast-paced environment.

Qualifications

• College degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65.
• Two or more years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance and managed accounts.
• Detail oriented with strong organizational skills.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Exceptional writing, interpersonal and client service skills.
• Team player with ability to collaborate with others.
• Ability to work in a fast-paced, evolving environment.
• Adaptable and able to multitask.

Responsibilities

• Provide client service coverage for FAs/PWAs/teams.
• Execute money movement transactions as requested.
• Answer non-investment questions and relay account details.
• Enter profile information and prep account documents.
• Educate or enroll clients in digital tools.
• Onboard and maintain client accounts.
• Provide account details to clients (investment objectives and risk).
• Accept solicited or unsolicited orders as directed.
• Support marketing strategies and team business plans.
• Stay current on policies, procedures and new platforms.
• Participate in training and special projects.

Skills

Strong client service

Interpersonal skills

Detail oriented

Multitasking

Team player

Written communication

Communication skills

Adaptable

Education

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors, PWAs and teams daily. You will help grow client relationships, process transactions and educate clients on digital tools while maintaining up-to-date knowledge of policies and platforms.

The role emphasizes accuracy, organization and a proactive service mindset within a fast-paced environment.