Wealth Management Client Support Specialist

Socket.dev; Jericho (NY); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to provide exceptional client service and daily support to Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships while handling administrative tasks and education of clients on digital tools.

Strong interpersonal skills, organization, and detail orientation are essential as you support marketing efforts and stay current with policies and platforms across a global firm.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred; industry experience a plus.
• Willingness to obtain Series 7/66/63/65 licenses.

Responsibilities

• Support the FA/PWA/team in cultivating and enhancing client relationships.
• Execute money movement transactions per client/FA/PWA requests.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information or pre-fill account documents as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing activities for FAs PWAs/teams and assist with business plan.
• Stay current on policies, procedures and new platforms.
• Participate in training and other duties as assigned by local management.

Skills

Detail oriented

Strong writing

Interpersonal skills

Client service

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Willingness to obtain Series 7/66/63/65

Tools

Microsoft Office

Word

Excel

Outlook

PowerPoint

Job description

Morgan Stanley is seeking a Client Service Associate to provide exceptional client service and daily support to Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships while handling administrative tasks and education of clients on digital tools.

Strong interpersonal skills, organization, and detail orientation are essential as you support marketing efforts and stay current with policies and platforms across a global firm.