Client Services Specialist for Financial Advisors

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

Job summary

Morgan Stanley in Denver seeks a Client Service Associate to support Financial Advisors by handling routine client inquiries, processing transactions, and maintaining accurate account records. You will help educate clients on digital tools, onboard new accounts, manage calendars, and assist with travel and expense reporting, while delivering exceptional service in a fast-paced environment.

A strong communicator with attention to detail, you will work closely with the FA team to strengthen client

Qualifications

• Two or more years of industry experience preferred.
• Knowledge of financial services products and account types.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint).

Responsibilities

• Provide service coverage for an FA team and support client relationships.
• Process money movement transactions for clients per FA requests.
• Answer non-investment questions and relay account balances.
• Educate clients on digital tools and onboard new accounts.
• Assist with calendar management, travel, and expense reporting.
• Support marketing efforts and firm initiatives as needed.

Skills

Financial products knowledge

Detail oriented

MS Office proficiency

Written and interpersonal skills

Time management

Team player

Multitasking ability

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Job description

Morgan Stanley in Denver seeks a Client Service Associate to support Financial Advisors by handling routine client inquiries, processing transactions, and maintaining accurate account records. You will help educate clients on digital tools, onboard new accounts, manage calendars, and assist with travel and expense reporting, while delivering exceptional service in a fast-paced environment.

A strong communicator with attention to detail, you will work closely with the FA team to strengthen client