Wealth Management Client Services Associate

Morgan-Stanley; Northfield (NJ); On-site; USD 32,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental and Vision

401(k) plan

Paid Time Off and holidays

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors/Private Wealth Advisors and teams. The role focuses on building trusted client relationships, handling client inquiries, and performing clerical and administrative tasks to enable advisors’ success.

Responsibilities include account onboarding, digital tool enrollment, order entry in a clerical capacity, and assisting with marketing efforts. Strong communication and multitasking abilities are essential.

Qualifications

• High School Diploma or equivalency required.
• College degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required/preferred.
• Two+ years of industry experience preferred.

Responsibilities

• Provide service coverage for a FA/PWA/team.
• Execute money movement transactions as requested.
• Answer general non-investment questions about client accounts.
• Enter profile information or pre-fill account documentation.
• Educate or enroll clients in digital tools.
• Onboard and maintain client accounts.
• Provide clients with details about account information.
• Accept or enter unsolicited or solicited orders in a clerical capacity.
• Support marketing strategies for FAs/PWAs/teams.
• Remain current on policies, procedures, and platforms.
• Participate in firm initiatives and training.

Skills

Financial products knowledge

Detail oriented

Microsoft Office

Interpersonal skills

Time management

Team player

Multitasking

Results driven

Education

High School Diploma/Equivalency

College degree preferred

Series 7

Series 66 or Series 63/65

Industry experience 2+ years

Tools

MSOffice (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors/Private Wealth Advisors and teams. The role focuses on building trusted client relationships, handling client inquiries, and performing clerical and administrative tasks to enable advisors’ success.

Responsibilities include account onboarding, digital tool enrollment, order entry in a clerical capacity, and assisting with marketing efforts. Strong communication and multitasking abilities are essential.