Wealth Management Client Services Associate

Morgan-Stanley; Town of Islip (NY); On-site; USD 23,000 - 60,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth teams in New York. The role emphasizes client-first service, relationship development, and accurate handling of account information and transactions.

You will assist with account documentation, educate clients on digital tools, and help implement the team's marketing and service model in a dynamic office setting.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65.
• Detail oriented with strong organizational and writing skills.
• Team player who can collaborate in a fast-paced environment.

Responsibilities

• Provide service coverage for a FA/PWA/team and support client relationships.
• Execute money movement transactions upon client/FA/PWA request.
• Answer non-investment questions about accounts and relay balances.
• Enter profile information or pre-fill documentation per direction.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).

Skills

Interpersonal skills

Customer service

Microsoft Office

Time management

Detail oriented

Organization

Communication

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Zoom

Job description

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth teams in New York. The role emphasizes client-first service, relationship development, and accurate handling of account information and transactions.

You will assist with account documentation, educate clients on digital tools, and help implement the team's marketing and service model in a dynamic office setting.