Part-Time Client Service & Admin Specialist

711 MS Smith Barney, LLC; United States; On-site; USD 42,000 - 60,000; Full time

Job summary

Morgan Stanley in the United States seeks an experienced Client Services/Administrative Support professional to provide service coverage for a FA/PWA/team, assisting with client relationships and day-to-day operations.

You will handle money movement requests, account information, scheduling, travel arrangements, and expense reporting, while educating clients on digital tools and maintaining compliance with firm policies.

Qualifications

• High School Diploma or Equivalency; college degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7, Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Detail oriented with superior organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Exceptional writing, interpersonal and client service skills.
• Strong time management skills.
• Team player with the ability to collaborate with others.
• Ability to work in a fast-paced, evolving environment.
• Adaptable and able to multi-task.
• Goal oriented, self-motivated and results driven.

Responsibilities

• Provide service coverage for a FA/PWA/team including cultivating and enhancing client relationships.
• Execute money movement transactions at client/FA/PWA request.
• Answer general non-investment questions concerning accounts, including balances and positions.
• Enter profile information or pre-fill account documentation in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support FAs/PWAs/teams’ marketing strategy and website maintenance.
• Assist teams in delivering against business plans and client service models.
• Stay current on policies, procedures and new platforms.
• Participate in firm initiatives, training programs and projects.

Skills

Detail oriented

Organizational skills

Prioritization

Time management

Team player

Adaptable

Multitasking

Goal oriented

Communication skills

Client service

Education

High School Diploma or equivalent

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in the United States seeks an experienced Client Services/Administrative Support professional to provide service coverage for a FA/PWA/team, assisting with client relationships and day-to-day operations.

You will handle money movement requests, account information, scheduling, travel arrangements, and expense reporting, while educating clients on digital tools and maintaining compliance with firm policies.