Wealth Client Services Associate
Listed on 2026-10-17
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Finance & Banking
Financial Sales, Bank Customer Service, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Morgan Stanley is seeking a Client Service Associate in New York to support Financial Advisors and Private Wealth Advisors with daily client service needs. You will help cultivate client relationships, process money movements, and handle account information with a client-first mindset.
Strong interpersonal skills, attention to detail, and proficiency in MS Office are essential. A high school diploma is required, with a college degree preferred and licensing potential (Series 7/66/63/65) pursued
We are seeking a motivated Wealth Client Services Associate to join Morgan Stanley in New York, NY, United States.
We appreciate your interest in this position.
Join Morgan Stanley and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Client Services Associate role at Morgan Stanley, based in New York, NY, United States.
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