Senior Client Services Associate: Wealth Management Support

711 MS Smith Barney, LLC; Houston (TX); On-site; USD 50,000 - 75,000; Full time

Job summary

Morgan Stanley in Houston seeks a Client Support professional to assist a Financial Advisor/Private Wealth Advisor team with client relationships, account maintenance and process coordination. The role involves handling money movements, documenting client data and educating clients on digital tools.

The position emphasizes accuracy, strong communication, and the ability to multitask in a fast-paced financial services environment, with opportunities to contribute to team marketing and

Qualifications

• Education and/or Experience required
• High School Diploma or Equivalent; college degree preferred
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) preferred
• Two or more years of industry experience preferred
• Familiarity with financial products (equities, bonds, mutual funds) and managed accounts
• Strong written, oral, and interpersonal skills

Responsibilities

• Provide client support and coverage for a FA/PWA/team
• Assist in cultivating and enhancing client relationships
• Execute money movement transactions upon request
• Answer general account questions and relay balances
• Enter profile information and pre-fill documentation
• Educate clients on digital tools (MSOnline, eSign, eAuthorization)
• Onboard and maintain client accounts including required documentation
• Provide clients with account details and objectives
• Accept unsolicited or solicited orders as directed
• Support marketing efforts and website maintenance
• Contribute to business plan and client service model
• Stay current on policies, procedures, and platforms
• Participate in training, projects and other duties as assigned
• Provide administrative support and calendar management
• Prepare expense reports and reimbursements
• Assist with general office tasks

Skills

Microsoft Office

Attention to detail

Time management

Team player

Communication

Multitasking

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Outlook

Excel

Job description

Morgan Stanley in Houston seeks a Client Support professional to assist a Financial Advisor/Private Wealth Advisor team with client relationships, account maintenance and process coordination. The role involves handling money movements, documenting client data and educating clients on digital tools.

The position emphasizes accuracy, strong communication, and the ability to multitask in a fast-paced financial services environment, with opportunities to contribute to team marketing and