Client Service Specialist for Financial Advisors

Morgan-Stanley; Salt Lake City (UT); On-site; USD 42,000 - 56,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate in the United States to support Financial Advisor teams. The role focuses on client relationship management, account maintenance, and coordinating administrative tasks.

You will assist with money movements, onboarding, and digital tools enrollment. The position requires strong organizational and communication skills, ability to multitask, and a customer-first mindset.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Two+ years of industry experience preferred.
• Knowledge of financial services products such as equities, bonds, funds, and managed accounts.
• Excellent written and interpersonal skills; strong customer service orientation.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).

Responsibilities

• Provide service coverage for an FA team and support client relationships.
• Execute money movement transactions as requested by the client or FA team.
• Answer general non-investment questions and relay account balances.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, collecting required documentation.
• Assist with scheduling, events, and marketing support for FA teams.
• Maintain knowledge of policies, procedures, and new platforms.

Skills

Client service

Interpersonal skills

MS Office

Time management

Organization

Multitasking

Communication

Industry experience

Team player

Education

High School Diploma or equivalent

College degree preferred

Job description

Morgan Stanley is seeking a Client Service Associate in the United States to support Financial Advisor teams. The role focuses on client relationship management, account maintenance, and coordinating administrative tasks.

You will assist with money movements, onboarding, and digital tools enrollment. The position requires strong organizational and communication skills, ability to multitask, and a customer-first mindset.