Client Services Specialist - Financial Advisor Support

Socket.dev; Seattle (WA); On-site; USD 34,000 - 90,000; Full time

Job summary

Morgan Stanley Seattle is seeking a Client Service Associate to support Financial Advisors and clients with daily service needs. You will help cultivate relationships, process transactions, and answer client questions while onboarding new accounts and guiding clients in digital tools.

The role requires a high school diploma or equivalent, with a college degree preferred and 2+ years of industry experience. Strong MS Office skills and excellent written/interpersonal abilities are essential.

Qualifications

• High School Diploma/Equivalency
• College degree preferred
• Two or more years of industry experience preferred

Responsibilities

• Provide service coverage for an FA team including cultivation of new and existing client relationships
• Execute money movement transactions at the request of the client and/or FA team
• Answer general non-investment related questions concerning client accounts and provide balances
• Enter profile information or pre-fill account documentation on client accounts
• Educate or enroll clients in digital tools such as MSOnline, eSign, eAuthorization
• Onboard and maintain client accounts and collect required documentation
• Provide clients with details around their account information and objectives
• Accept or enter unsolicited or solicited orders in a clerical capacity
• Support FAs teams’ marketing strategy and website maintenance
• Assist FAs in delivering against business plan and client service model
• Stay current on policies, procedures, and new platforms
• Participate in firm initiatives and special projects

Skills

Financial services

Interpersonal skills

Microsoft Office

Communication skills

Time management

Team player

Adaptable

Multitasking

Customer service

Detail oriented

Education

College degree preferred

Tools

Excel

Word

PowerPoint

Outlook

Job description

Morgan Stanley Seattle is seeking a Client Service Associate to support Financial Advisors and clients with daily service needs. You will help cultivate relationships, process transactions, and answer client questions while onboarding new accounts and guiding clients in digital tools.

The role requires a high school diploma or equivalent, with a college degree preferred and 2+ years of industry experience. Strong MS Office skills and excellent written/interpersonal abilities are essential.