Financial Client Services Specialist

Morgan Stanley; Ponte Vedra Beach (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to provide exceptional client support and assist Financial Advisors and teams on a daily basis. The role focuses on cultivating client relationships, handling transactions, and aiding digital tool adoption.

The candidate will handle administrative tasks, calendar management, and in-office support while staying current with policies and new platforms. Strong communication and organizational skills are essential.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Willingness to obtain Series 7 (GS) and Series 66/63/65 as applicable.
• Industry experience is a plus.

Responsibilities

• Support Financial Advisors/teams in cultivating client relationships.
• Execute money movement transactions per client/FA/PWA requests.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information and prep documents per direction.
• Educate/enroll clients in digital tools (MSOnline, eSign).
• Support marketing efforts and help implement the business plan.

Skills

Client service

Interpersonal skills

Microsoft Office

Time management

Education

High School Diploma

College degree preferred

Tools

MSOnline

eSign

Job description

Morgan Stanley is seeking a Client Service Associate to provide exceptional client support and assist Financial Advisors and teams on a daily basis. The role focuses on cultivating client relationships, handling transactions, and aiding digital tool adoption.

The candidate will handle administrative tasks, calendar management, and in-office support while staying current with policies and new platforms. Strong communication and organizational skills are essential.