Client Services Specialist for Financial Advisors

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

Benefits offered by this job

Medical

Prescription Drug

Dental

Vision

Health Savings Account

Dependent Day Care Savings Account

Life Insurance

Disability

401(k)

Paid Time Off

10 Paid Holidays

Short/Long Term Disability

Job summary

Morgan Stanley in the United States seeks a Registered Client Service Associate to support Financial Advisors, build client relationships, and handle routine account tasks. The role emphasizes client service, accuracy, and teamwork within a fast-paced environment.

Requirements include a High School Diploma or equivalent, active Series 7/66/63 and Series 65 licenses, plus 2+ years of industry experience and strong MS Office skills.

Qualifications

• High School Diploma or equivalent preferred.
• Active Series 7 and Series 66/63 and Series 65.
• Two+ years of industry experience preferred.
• Knowledge of financial products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Detail oriented with strong organizational and prioritization skills.
• Advanced Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Exceptional writing, interpersonal and client service skills.
• Strong time management and ability to multitask.

Responsibilities

• Support FA team by cultivating and enhancing client relationships.
• Execute money movements per client or FA requests.
• Answer non-investment questions about client accounts and balances.
• Enter profile information and pre-fill account documentation.
• Educate or enroll clients in digital tools.
• Onboard and maintain client accounts.
• Provide clients with details around their accounts.
• Support FAs' marketing strategies and website updates.
• Assist FAs in delivering against business plans.
• Stay current on policies, procedures, and platforms.
• Participate in firm initiatives and training.

Skills

Interpersonal skills

Client service

Time management

Multitasking

Detail oriented

Team player

Written communication

Adaptability

Education

High School Diploma or equivalent

Securities licenses: Series 7, Series 66/63, Series 65

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley in the United States seeks a Registered Client Service Associate to support Financial Advisors, build client relationships, and handle routine account tasks. The role emphasizes client service, accuracy, and teamwork within a fast-paced environment.

Requirements include a High School Diploma or equivalent, active Series 7/66/63 and Series 65 licenses, plus 2+ years of industry experience and strong MS Office skills.