Senior Client Service Specialist for Wealth Management

711 MS Smith Barney, LLC; Seven Isles (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service. You will manage day-to-day account activities, respond to client inquiries, and help onboard clients with documentation and digital tools.

The role emphasizes strong interpersonal skills, accuracy, and the ability to work in a fast-paced environment while maintaining client confidentiality and regulatory compliance.

Qualifications

• High School Diploma or equivalent is required.
• ,
• College degree is preferred.
• Active securities licenses: Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• At least 5 years of industry experience required.
• Proven track record of strong performance in current role.

Responsibilities

• Support Financial Advisors/Private Wealth Advisors/teams in client relationship management.
• Execute money movement transactions on request.
• Respond to general client questions about accounts and balances.
• Enter client profile information and complete account documentation.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Provide clients with details on account information (investment objectives, risk tolerance).
• Assist with marketing and website updates for FA/PWA teams.
• Stay current on policies, procedures, and new platforms.
• Participate in firm-wide training and projects.

Skills

Client service

MS Office

Interpersonal skills

Time management

Team player

Communication skills

Adaptable

Goal oriented

Writing skills

Education

High School Diploma

College degree preferred

Series 7 & 66

Series 63 & 65

Tools

Microsoft Office

Zoom

Job description

Morgan Stanley is seeking a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service. You will manage day-to-day account activities, respond to client inquiries, and help onboard clients with documentation and digital tools.

The role emphasizes strong interpersonal skills, accuracy, and the ability to work in a fast-paced environment while maintaining client confidentiality and regulatory compliance.