Client Service & Wealth Support Associate

Socket.dev; Boulder (CO); On-site; USD 35,000 - 75,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

401(k)

Job summary

Morgan Stanley is hiring a Client Service Associate to support Financial Advisors and Private Wealth teams. The role focuses on servicing client accounts, handling money movements, and maintaining accurate records with strong attention to detail.

Ideal candidates have a high school diploma (college degree preferred) and excellent MS Office skills. The position includes benefits and opportunities to grow within a global bank, with adherence to compliance and training initiatives.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• Industry experience is a plus but not mandatory.
• Willingness to pursue Series 7/66 (AG/RA) or Series 63/65 as applicable.

Responsibilities

• Provide service coverage for FA/PWA/team, cultivating client relationships.
• Execute money movement transactions per client/FA/PWA requests.
• Answer general non-investment questions and relay account information.
• Enter profile data and prep client documents per direction.

Skills

Detail orientation

Organizational skills

Microsoft Office

Written & interpersonal skills

Time management

Team collaboration

Adaptability

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Industry experience a plus

Willingness to obtain Series 7/66/63/65

Job description

Morgan Stanley is hiring a Client Service Associate to support Financial Advisors and Private Wealth teams. The role focuses on servicing client accounts, handling money movements, and maintaining accurate records with strong attention to detail.

Ideal candidates have a high school diploma (college degree preferred) and excellent MS Office skills. The position includes benefits and opportunities to grow within a global bank, with adherence to compliance and training initiatives.