Morgan Stanley
Private Wealth Management Registered Client Service Associate
West Conshohocken, Pennsylvania · On-site · Full-time · Posted Oct 30, 2026
- Education
- High School Diploma/Equivalency; college degree preferred.
About the job
Supports private wealth clients and Financial Advisors by managing client service requests, account administration, and team operations.
What you'll do
- Communicate with clients, resolve inquiries, process requests, and keep client information and documentation current.
- Onboard and maintain client accounts, process money movement transactions, authenticate requests, and respond to account alerts.
- Support Financial Advisors with business planning, marketing, events, training, and administrative tasks.
What they ask for
- High School Diploma/Equivalency.
- Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- Strong computer skills and knowledge of Microsoft Office products.
- Exceptional writing, interpersonal, and client service skills; strong organizational and prioritization abilities.
Nice to have
- College degree.
- Industry experience.
Tools
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
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