Wealth Management Client Services Associate

Aplaro Ltd; New York (NY); On-site; USD 34,320 - 90,000; Full time

Job summary

Morgan Stanley in New York, NY seeks a Registered Client Service Associate to support client relationships and service delivery. You will assist with onboarding, documentation, and account maintenance, while coordinating with Financial Advisors on orders, investments, and planning materials.

The role requires securities licenses, strong communication, and precise, client-focused service in a fast-paced environment. Training and collaboration across teams are part of the job.

Qualifications

• Active securities licenses: Series 7, Series 66 or Series 63 and Series 65
• Two or more years of industry experience preferred
• High School Diploma/Equivalency; college degree preferred

Responsibilities

• Cultivate and enhance client relationships through active communication and support
• Identify and present Firm services and digital offerings to clients
• Authenticate clients and process requests
• Onboard and maintain client accounts, including documentation and risk assessment
• Input orders and discuss reinvestment options with Financial Advisors
• Prepare financial plans and client meeting materials
• Review account alerts and take appropriate actions

Skills

Series 7

Series 66

Series 63

Series 65

Microsoft Office

Client service

Communication

Documentation

Attention to detail

Team player

Education

High School Diploma/Equivalency

College degree preferred

Tools

CRM systems

Job description

Morgan Stanley in New York, NY seeks a Registered Client Service Associate to support client relationships and service delivery. You will assist with onboarding, documentation, and account maintenance, while coordinating with Financial Advisors on orders, investments, and planning materials.

The role requires securities licenses, strong communication, and precise, client-focused service in a fast-paced environment. Training and collaboration across teams are part of the job.