Wealth Management Client Services Associate

Morgan Stanley; Town of Florida (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

Morgan Stanley in New York is seeking a Client Service Associate to support Financial Advisors and private wealth teams, building trusted client relationships and handling daily account needs.

You will assist with money movements, inquiries, and profile data tasks while educating clients on digital tools and firm resources. This role emphasizes teamwork, accuracy, and adaptability in a fast-paced environment.

Qualifications

• High School Diploma or equivalent.
• College degree preferred.
• Willingness to obtain Series 7 and Series 66/63/65 licenses.
• Industry experience is a plus.

Responsibilities

• Provide Service Coverage For a FA/PWA/team including cultivating and enhancing client relationships.
• Execute money movement transactions at the request of the client and/or FA/PWA.
• Answer general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances.
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA.
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization).
• Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance).
• Assist FAs/PWAs/teams in delivering against their business plan and client service model.
• Remaining current on all policies, procedures and new platforms.
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management.

Skills

Attention to detail

MS Office

Client service

Time management

Team player

Adaptable

Multi-tasking

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Industry experience a plus

Willingness to obtain Series 7/66/63/65

Tools

Microsoft Office Suite

Job description

Morgan Stanley in New York is seeking a Client Service Associate to support Financial Advisors and private wealth teams, building trusted client relationships and handling daily account needs.

You will assist with money movements, inquiries, and profile data tasks while educating clients on digital tools and firm resources. This role emphasizes teamwork, accuracy, and adaptability in a fast-paced environment.