Wealth Management Client Services Specialist

Morgan Stanley; Paramus (NJ); On-site; USD 68,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Prescription Drug

Dental Insurance

Vision Insurance

401(k)

Paid Time Off

Parental Leave

Vacation Days

Job summary

Morgan Stanley is seeking a Client Service Associate to provide exceptional client service and support Financial Advisors and Private Wealth Advisors daily. The role emphasizes building trusted relationships with a client-first mindset and requires strong interpersonal and organizational skills.

The position includes processing money movements, answering non-investment questions, updating client profiles, enrolling clients in digital tools, supporting marketing efforts, and coordinating

Qualifications

• College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) licenses.

Responsibilities

• Support the FA/PWA/team in cultivating and enhancing client relationships.
• Execute money movements as requested by clients or FAs/PWAs.
• Answer general questions about client accounts and balances.
• Enter profile information and pre-fill documents for client accounts.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing and business plan delivery for FAs/PWAs/teams.
• Stay current on policies, procedures and platforms.
• Participate in training and special projects.

Skills

Interpersonal skills

Client service

Attention to detail

Time management

Team collaboration

Written communication

Education

College degree preferred

Willingness to obtain Series 7/66/63/65 licenses

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Service Associate to provide exceptional client service and support Financial Advisors and Private Wealth Advisors daily. The role emphasizes building trusted relationships with a client-first mindset and requires strong interpersonal and organizational skills.

The position includes processing money movements, answering non-investment questions, updating client profiles, enrolling clients in digital tools, supporting marketing efforts, and coordinating