Client Services Specialist for Financial Advisors

Socket.dev; Honolulu (HI); On-site; USD 35,000 - 90,000; Full time

Benefits offered by this job

Employee benefits

Job summary

Morgan Stanley is seeking a Client Service Associate in Honolulu to deliver exceptional support to Financial Advisors, Private Wealth Advisors, and teams. You will help strengthen client relationships, process transactions, and answer client questions while maintaining accuracy in documentation and data entry.

You will educate clients on digital tools and assist with marketing efforts, staying current on firm policies and procedures. Relevant Series licensing may be pursued as needed.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred; industry experience a plus.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 as needed.

Responsibilities

• Provide service coverage for FAs/PWAs/teams and cultivate client relationships.
• Execute money movement transactions per client requests.
• Answer non-investment questions and relay account balances and positions.
• Enter/prospect client profile data and document prep in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing efforts and team business plans; stay updated on policies.

Skills

Detail oriented

Writing & communication

Time management

Team player

Work under pressure

Adaptable

Goal oriented

Self-motivated

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Service Associate in Honolulu to deliver exceptional support to Financial Advisors, Private Wealth Advisors, and teams. You will help strengthen client relationships, process transactions, and answer client questions while maintaining accuracy in documentation and data entry.

You will educate clients on digital tools and assist with marketing efforts, staying current on firm policies and procedures. Relevant Series licensing may be pursued as needed.