Wealth Management Client Services Associate

Morgan Stanley; Philadelphia (Philadelphia County); On-site; USD 48,000 - 72,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and teams by handling client inquiries, account information and administrative tasks in a fast-paced environment.

Responsibilities include client relations, money movement, account onboarding, digital tool education, and coordination of calendars and travel. The role requires a High School Diploma and active securities licenses, with 2+ years of industry experience preferred.

Qualifications

• High School Diploma or equivalent
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Two or more years of industry experience preferred

Responsibilities

• Provide service coverage for a FA/PWA/team, including cultivating and enhancing client relationships
• Execute money movement transactions on request
• 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
• Enter unsolicited or solicited orders as directed
• Support marketing strategies and business plan delivery
• Stay updated on policies, procedures and platforms
• Participate in training and special projects as directed by management

Skills

Client service

Interpersonal skills

Microsoft Office

Attention to detail

Multitasking

Communication

Education

High School Diploma

Series 7 / 66 or 63/65

2+ years industry experience

Tools

Microsoft Office Suite

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and teams by handling client inquiries, account information and administrative tasks in a fast-paced environment.

Responsibilities include client relations, money movement, account onboarding, digital tool education, and coordination of calendars and travel. The role requires a High School Diploma and active securities licenses, with 2+ years of industry experience preferred.