Client Services Associate: Wealth Management Support

Morgan Stanley; Boulder (CO); On-site; USD 35,000 - 75,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors with day-to-day client service and administrative tasks. The role emphasizes building trusted client relationships, handling inquiries, and enabling smooth operations across accounts and platforms.

The position includes responsibilities from client support to calendar management and expense processing, with a focus on accuracy and service quality.

Qualifications

• Detail oriented with superior organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task
• Goal oriented, self-motivated and results driven

Responsibilities

• Provide service coverage for a FA/PWA/team including daily client support.
• Execute money movement transactions at client/request of FA/PWA.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information or pre-fill documents in clerical capacity as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support FAs/PWAs/teams’ marketing strategy (e.g., website maintenance).
• Assist FAs/PWAs/teams in meeting business plans and client service models.
• Stay current on policies, procedures, and platforms; participate in firm initiatives.

Skills

Detail oriented

Excellent writing

Interpersonal skills

Time management

Team player

Adaptable

Multi-tasking

Results driven

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors with day-to-day client service and administrative tasks. The role emphasizes building trusted client relationships, handling inquiries, and enabling smooth operations across accounts and platforms.

The position includes responsibilities from client support to calendar management and expense processing, with a focus on accuracy and service quality.