Client Services Specialist – Wealth Management

Morgan Stanley; Waco (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate in the United States to support client relationships, process requests, and onboard accounts. The role involves engaging with clients, guiding them to Morgan Stanley online tools, and ensuring documentation is current while coordinating with Financial Advisors.

Strong communication and organizational skills are required, with a willingness to obtain licenses as needed and adapt to a fast-paced environment.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Willing to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63/65 as applicable.
• Strong MS Office, writing and client service skills essential.
• Experience in financial services or client-facing roles is a plus.

Responsibilities

• Cultivate and enhance client relationships through proactive communication and handling requests.
• Identify Morgan Stanley services and digital offerings that fit client needs.
• Onboard and maintain client accounts, including documentation and money movement processing.
• Support Financial Advisors by coordinating client meetings and administrative tasks.
• Collaborate on marketing efforts and participate in training and firm initiatives.

Skills

Client service

Written communication

Organization

Team collaboration

Adaptability

Customer focus

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Tools

Microsoft Office

Customer relationship management

Job description

Morgan Stanley is seeking a Client Service Associate in the United States to support client relationships, process requests, and onboard accounts. The role involves engaging with clients, guiding them to Morgan Stanley online tools, and ensuring documentation is current while coordinating with Financial Advisors.

Strong communication and organizational skills are required, with a willingness to obtain licenses as needed and adapt to a fast-paced environment.