Private Wealth Management Client Service Associate

Morgan Stanley

Registered Client Service Associate in Private Wealth Management supporting Financial Advisors and clients. Delivering exceptional service and maintaining client relationships in a fast-paced financial environment.

Posted 7/10/2026full-timeWest Palm Beach • Florida • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Provide service coverage for a FA/PWA/team
Support the FA/PWA/team in cultivating and enhancing new and existing client relationships
Execute money movement transactions at the request of the client and/or FA/PWA/team
Answer general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team
Educate or enroll clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
Support the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance)
Assist FAs / PWAs/ teams in delivering against their business plan and client service model
Remain current on all policies, procedures, and new platforms
Participate in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
Answer inbound phone calls or make outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
Manage the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintain travel itineraries, prepare expense reports and manage the reimbursement process
Assist with general in-office support functions such as copying, filing and scanning documentation
Prepare and submit expense reports for processing at the direction of the FA/PWA

Requirements

What you’ll need

High School Diploma/Equivalency
College degree preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Detail oriented with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multitask
Goal oriented, self-motivated and results driven

Benefits

Comp & perks

Comprehensive employee benefits and perks
Opportunities to move about the business for those who show passion and grit

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Client Account ManagementMoney Movement TransactionsProfile Information EntryOrder EntryExpense Report PreparationDigital Tools EducationMarket Strategy SupportClerical SupportDocument ManagementFinancial Product Knowledge

Soft Skills

Detail OrientedExceptional Writing SkillsInterpersonal SkillsTime ManagementTeam Collaboration

Certifications

High School DiplomaCollege Degree PreferredSeries 7Series 66Series 63Series 65