Wealth Management Client Services Associate

Morgan Stanley; Phoenix (AZ); On-site; USD 52,000 - 76,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional service to financial advisors and clients, supporting daily account activity, onboarding, and digital tool enrollment.

You will handle money movements, respond to client inquiries, maintain records, and assist with marketing and client service initiatives, reporting to a Business Service Officer. This role emphasizes accuracy, compliance, and strong interpersonal skills.

Qualifications

• High School Diploma or equivalent.
• 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 and client servicing basics.

Responsibilities

• Provide service coverage for a FA/PWA/team and cultivate client relationships.
• Execute money movement transactions as requested.
• Answer general client questions about accounts and balances.
• Enter profile information and assist with account documentation.
• Educate clients on digital tools and onboarding.
• Onboard and maintain client accounts with required documentation.
• Provide clients with account details and investment objectives.
• Support marketing initiatives and team business plans.
• Stay current on policies and participate in training.
• Assist with other duties directed by local management.

Skills

Client service

Microsoft Office

Financial products knowledge

Interpersonal skills

Time management

Team player

Adaptable

Fast-paced

Education

High School Diploma/Equivalency

Series 7

Series 66 or 63/65

2+ years industry experience

Tools

MS Office Suite

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional service to financial advisors and clients, supporting daily account activity, onboarding, and digital tool enrollment.

You will handle money movements, respond to client inquiries, maintain records, and assist with marketing and client service initiatives, reporting to a Business Service Officer. This role emphasizes accuracy, compliance, and strong interpersonal skills.