Client Service Associate – Wealth Management Support

711 MS Smith Barney, LLC; Durango (CO); On-site; USD 35,000 - 75,000; Full time

Benefits offered by this job

Medical

Prescription Drug

Dental

Vision

Health Savings Account

Life Insurance

Paid Time Off

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisor teams and manage client interactions. The role emphasizes building trusted client relationships and assisting with daily account tasks.

Responsibilities include handling money movements, answering account questions, educating clients on digital tools, onboarding accounts, and supporting marketing initiatives while staying current on policies and platforms.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) preferred.
• Two+ years industry experience preferred.

Responsibilities

• Support the FA team in cultivating and enhancing client relationships.
• Execute money movement transactions as requested by clients or FAs.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information and pre-fill account documentation as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, collecting required documentation.
• Provide clients with details around account information (investment objectives, risk tolerance).
• Assist with unsolicited or solicited orders in a clerical capacity.
• Support FAs' marketing strategies and website maintenance.
• Remain current on policies, procedures and new platforms.

Skills

Client service

Interpersonal skills

Microsoft Office

Time management

Team collaboration

Digital tools (MSOnline, eSign)

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7/66/63/65 licenses

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisor teams and manage client interactions. The role emphasizes building trusted client relationships and assisting with daily account tasks.

Responsibilities include handling money movements, answering account questions, educating clients on digital tools, onboarding accounts, and supporting marketing initiatives while staying current on policies and platforms.