Morgan Stanley
PWM Registered Client Service Associate
West Conshohocken, Pennsylvania · On-site · Full-time · Posted May 28, 2026
- Experience
- Two or more years of industry experience preferred.
- Education
- High School Diploma/Equivalency; college degree preferred.
About the job
Supports Financial Advisors by delivering client service, maintaining accounts, processing requests and transactions, and helping develop the team’s business and marketing activities.
What you'll do
- Maintain client relationships and accounts, respond to inquiries, collect documentation, and process authorized requests and money movements.
- Prepare client meeting materials, input orders as directed, and review account alerts.
- Support Financial Advisors with business planning, marketing, events, training, and administrative tasks.
What they ask for
- Active Series 7 (GS) license.
- Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
- High School Diploma/Equivalency.
- Strong industry, product, and branch procedures knowledge; strong computer skills and knowledge of Microsoft Office products.
Nice to have
- Two or more years of industry experience.
- College degree.
Tools
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
Model-written summary · the original posting is authoritative