Private Wealth Management Client Service Associate

Responsibilities

• Client support: cultivate and enhance new and existing client relationships through active conversation and maintaining current information and documentation.
• Assist clients with banking products, digital offerings (Morgan Stanley Online and Mobile), and other firm services.
• Confirm and authenticate client authorization when processing requests.
• Onboard and maintain client accounts, including gathering client data, adding required documentation, assessing risk, processing money‑movement transactions and handling estate needs.
• Enter orders and discuss reinvestment options, corporate actions and other investment decisions with clients as directed by Financial Advisors.
• Prepare financial plans, client reports and other materials for meetings.
• Review and act on client account alerts.
• Collaborate with Financial Advisors to develop a business plan and fulfill the client‑service model.
• Support marketing efforts by maintaining marketing materials, digital and social media content, and planning client events and seminars.
• Participate in available training and education programs, including firm strategic priorities, professional development and new platform updates.
• Perform administrative duties for Financial Advisors: telephone coverage, travel arrangements, meeting coordination, travel & expense report preparation, and calendar maintenance.
• Active participation in firm initiatives directed by local management and peer‑sharing activities.

• Will obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred;
  High School Diploma or College degree preferred.
• Strong knowledge of industry, product and branch procedures.
• Exceptional writing and interpersonal skills.
• Detail oriented with excellent organizational and prioritization ability.
• Proficient computer skills, especially Microsoft Office.
• Team‑player who collaborates with others, thrives in fast‑paced environments, and is goal oriented and self‑motivated.
• Knowledge of financial products such as equities, bonds, options, mutual funds, annuities, insurance and managed accounts.

Morgan Stanley is an equal‑opportunity employer committed to building and maintaining a diverse workforce. Our recruiting efforts reflect our strong commitment to a culture of inclusion. For more information, please visit:

Expected base pay rates are between $35,152 and $90,000 per year al compensation may include commission earnings, incentive compensation, discretionary bonuses, other long‑ and short‑term incentive packages, and Morgan Stanley sponsored benefit programs.