Part-Time Wealth Client Services Specialist

Morgan Stanley; United States; On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k)

Paid Time Off

Life Insurance

Job summary

Morgan Stanley is hiring a Client Service Associate in the United States to provide exceptional client service and daily support to Financial Advisors and Private Wealth Advisors. You will help with account tasks, digital tools enrollment, and marketing support while maintaining strong client relationships.

The role requires strong organizational skills, client focus, and ability to multi-task in a fast-paced environment.

Qualifications

• High School Diploma/Equivalency expected; college degree preferred.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65.
• Excellent written and verbal communication; superior organizational skills.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).

Responsibilities

• Support the FA/PWA/team in cultivating and enhancing new and existing client relationships.
• Execute money movement transactions at the request of the client and/or FA/PWA.
• Answer general non-investment questions about client accounts and provide balances.
• Enter profile information and pre-fill account documents as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing strategies and events for FAs/PWAs/teams.

Skills

Interpersonal skills

Client service

Time management

Multi-tasking

Team player

Strong communication

Education

College degree preferred

High School Diploma/Equivalency

Tools

Microsoft Office

Zoom

Job description

Morgan Stanley is hiring a Client Service Associate in the United States to provide exceptional client service and daily support to Financial Advisors and Private Wealth Advisors. You will help with account tasks, digital tools enrollment, and marketing support while maintaining strong client relationships.

The role requires strong organizational skills, client focus, and ability to multi-task in a fast-paced environment.