Client Services Associate — Private Wealth Support

711 MS Smith Barney, LLC; Pensacola (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to provide exceptional client service and support for Financial Advisors/Private Wealth Advisors and teams. The role emphasizes building trusted client relationships and a client-first mindset in a fast-paced environment.

Responsibilities include handling money movements, answering general account questions, preparing documentation, and promoting digital tools. Strong communication and organizational skills are essential.

Qualifications

• High School Diploma or Equivalency; college degree preferred.
• Willingness to obtain Series 7 (GS), Series 66/63/65 as appropriate.
• Strong written, interpersonal and client service skills; detail-oriented.

Responsibilities

• Provide service coverage for a FA/ PWA/ team and support client relationships.
• Execute money movement transactions and relay account information.
• Answer non-investment questions and assist with account documentation.
• Educate clients on digital tools and support marketing efforts.

Skills

Detail orientation

Organizational skills

Communication skills

Time management

Education

High School Diploma

College degree preferred

Tools

MS Office

Job description

Morgan Stanley is seeking a Client Service Associate to provide exceptional client service and support for Financial Advisors/Private Wealth Advisors and teams. The role emphasizes building trusted client relationships and a client-first mindset in a fast-paced environment.

Responsibilities include handling money movements, answering general account questions, preparing documentation, and promoting digital tools. Strong communication and organizational skills are essential.