Client Service Specialist - Wealth Advisory Support

Morgan Stanley; Vancouver (WA); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Medical and Dental Insurance

401(k) Plan

Paid Time Off

Disability Insurance

Life Insurance

Job summary

A global financial services firm is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors. Responsibilities include cultivating client relationships, executing transactions, and educating clients on available tools. Candidates should possess strong interpersonal and organizational skills, with a background in finance preferred. The position offers a salary range of $55,000 - $95,000 and comprehensive benefits. This role is located in Vancouver, Washington.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• Two or more years of experience in the financial industry preferred.
• Must have active Series 7 and Series 66 or Series 63 and Series 65.

Responsibilities

• Support Financial Advisors in cultivating client relationships.
• Execute money movement transactions as requested by clients.
• Educate clients on digital tools and options available.
• Provide information on account balances and investment objectives.

Skills

Interpersonal skills

Organizational skills

Time management skills

Microsoft Office skills

Client service skills

Education

High School Diploma or Equivalency

College degree

Active Series 7 and Series 66 or Series 63 and Series 65

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

A global financial services firm is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors. Responsibilities include cultivating client relationships, executing transactions, and educating clients on available tools. Candidates should possess strong interpersonal and organizational skills, with a background in finance preferred. The position offers a salary range of $55,000 - $95,000 and comprehensive benefits. This role is located in Vancouver, Washington.