Client Services Associate — Financial Advisory Support

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

Benefits offered by this job

Medical

Prescription Drug

Dental

Vision

HSA

Dependent Day Care Savings Account

Life Insurance

Disability

PTO

Holidays

401(k)

Job summary

Morgan Stanley seeks a Registered Client Service Associate to support Financial Advisors in a fast-paced, client-focused environment. You will help maintain client relationships, process orders, and educate clients on digital tools, while ensuring accuracy in documentation and compliance.

Qualifications include a High School Diploma (College degree preferred), Series 7 and 66 (or 63/65) licenses, and strong Microsoft Office skills.

Qualifications

• High School Diploma/Equivalency; college degree preferred.

Responsibilities

• Support FA team in cultivating and enhancing client relationships.
• Execute money movement transactions at the request of the client and/or FA team.
• Answer non-investment questions concerning client accounts and relaying balances.
• Enter profile information and pre-fill account documentation clerically.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Provide details around client account information (investment objectives, risk tolerance).
• Accept or enter unsolicited or solicited orders clerically.
• Support FAs' marketing strategy and business plan delivery.
• Stay current on policies, procedures and new platforms.

Skills

Client service

Interpersonal skills

MS Office

Detail oriented

Time management

Team player

Adaptable

Communication

Education

Series 7 & Series 66 (or Series 63/65)

High School Diploma/Equivalency

College degree preferred

Tools

Excel

Word

Outlook

PowerPoint

Job description

Morgan Stanley seeks a Registered Client Service Associate to support Financial Advisors in a fast-paced, client-focused environment. You will help maintain client relationships, process orders, and educate clients on digital tools, while ensuring accuracy in documentation and compliance.

Qualifications include a High School Diploma (College degree preferred), Series 7 and 66 (or 63/65) licenses, and strong Microsoft Office skills.