Wealth Management Client Services Associate

711 MS Smith Barney, LLC; United States; On-site; USD 35,360 - 90,000; Full time

Job summary

Morgan Stanley in the United States seeks a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors daily. This role builds trusted relationships through regular client interactions, with a client-first mindset and strong interpersonal skills.

Responsibilities include handling money movements, answering non-investment questions, onboarding and maintaining client accounts, educating clients on digital tools, and

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Active Series 7 and Series 66 or Series 63/65 with 2+ years of industry experience.
• Knowledge of financial products including stocks, bonds, funds, annuities, and managed accounts.

Responsibilities

• Support FAs/PWAs/teams in cultivating client relationships.
• Execute money movement transactions as directed by the client or FA/PWA/team.
• Answer general non-investment questions and relay account balances.
• Enter profile information or pre-fill account documents as directed.
• Educate clients on digital tools and onboarding processes.
• Onboard and maintain client accounts, collecting required documentation.
• Assist with marketing efforts and website maintenance.
• Stay current on policies, procedures, and new platforms.
• Participate in training programs and special projects.

Skills

Interpersonal skills

Microsoft Office

Time management

Client service

Team collaboration

Adaptability

Education

High School Diploma

College degree preferred

Tools

Microsoft Word

Excel

PowerPoint

Job description

Morgan Stanley in the United States seeks a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors daily. This role builds trusted relationships through regular client interactions, with a client-first mindset and strong interpersonal skills.

Responsibilities include handling money movements, answering non-investment questions, onboarding and maintaining client accounts, educating clients on digital tools, and