Client Service Associate – Wealth Advisory Support

711 MS Smith Barney, LLC; Albuquerque (NM); Hybrid; USD 42,000 - 65,000; Full time

Job summary

MOrgan Stanley is seeking a Client Service Associate to provide exceptional service and support to Financial Advisors/Private Wealth Advisors and teams. The role includes client relationship cultivation, processing transactions, and handling account-related inquiries.

Qualified candidates will have strong MS Office skills, excellent writing and interpersonal abilities, and readiness to pursue required licenses.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Willingness to obtain Series 7/66 or Series 63/65 licenses.
• Strong organizational and prioritization skills.
• Knowledge of MS Office (Word, Excel, PowerPoint, Outlook).
• Excellent writing and client service skills.
• Ability to work in a fast-paced environment.
• Team player and collaborative work style.
• Ability to multitask and adapt to changing priorities.

Responsibilities

• Provide client support for a FA/PWA/team, including cultivation of relationships.
• Execute money movement transactions as requested by client or FA/PWA.
• Answer general non-investment questions and relay account information.
• Enter client profile information and pre-fill documentation.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Support marketing efforts and business plan delivery.
• Stay updated on policies and platforms; participate in training and projects.

Skills

Client service

Interpersonal skills

Microsoft Office

Time management

Team player

Adaptable

Communication

Multitasking

Education

High school diploma

College degree preferred

Tools

MS Office Suite

Job description

MOrgan Stanley is seeking a Client Service Associate to provide exceptional service and support to Financial Advisors/Private Wealth Advisors and teams. The role includes client relationship cultivation, processing transactions, and handling account-related inquiries.

Qualified candidates will have strong MS Office skills, excellent writing and interpersonal abilities, and readiness to pursue required licenses.