Wealth Management Operations & Client Services Associate

Morgan Stanley; New York (NY); On-site; USD 33,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Service Associate in New York to provide operational support and general management assistance. You will handle document maintenance, money movement, trade support, and several approvals, while collaborating with service, risk, and branch teams.

The role emphasizes problem resolution using available resources, adherence to policy, and support for special projects like onboarding. Base pay is disclosed and comprehensive benefits follow.

Qualifications

• High School Diploma/Equivalency.
• College degree preferred.
• Industry experience is a plus.

Responsibilities

• Manage documents with quality checks and electronic filing.
• Oversee mail flow and time-stamp processes across multiple points.
• Perform basic money movements including check deposits.
• Assist with processing trade adjustments and operational alerts.
• Execute actionable items to meet service levels promptly.
• Support audit readiness and regulatory compliance monitoring.

Skills

Microsoft Office

Attention to detail

Written communication

Interpersonal skills

Team player

Fast-paced work

Series 7/66 prep

Education

High School Diploma

College degree preferred

Industry experience a plus

Tools

MS Office

Job description

Morgan Stanley is seeking a Service Associate in New York to provide operational support and general management assistance. You will handle document maintenance, money movement, trade support, and several approvals, while collaborating with service, risk, and branch teams.

The role emphasizes problem resolution using available resources, adherence to policy, and support for special projects like onboarding. Base pay is disclosed and comprehensive benefits follow.