Morgan Stanley
Client Service Associate
Wellesley, Massachusetts · On-site · Full-time · Posted Oct 20, 2026
- Experience
- Two or more years of industry experience preferred.
- Education
- High School Diploma/Equivalency; college degree preferred.
About the job
Provides client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including handling routine account needs and coordinating office operations.
What you'll do
- Support client relationships by processing money movement, account requests, documentation, onboarding, and digital-tool enrollment under advisor direction.
- Answer client inquiries and calls, provide account information, and coordinate follow-ups and meetings.
- Manage administrative tasks such as calendars, travel itineraries, expense reports, and document handling.
What they ask for
- High School Diploma/Equivalency.
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
Nice to have
- College degree.
- Two or more years of industry experience.
Pay
$15 and $43.27 per hour (USD, base pay rate range)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative