Senior Private Wealth Client Services Specialist

711 MS Smith Barney, LLC

California (MO)

On-site

USD 35,000 - 90,000

Full time

6 days ago

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Job summary

Morgan Stanley is seeking a Senior Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors. You will build trusted relationships, handle routine account activity, and assist with onboarding, digital tools, and client communications.

The role emphasizes accuracy, strong communication, and the ability to work in a fast-paced environment while supporting client-first service goals.

Qualifications

High school diploma or equivalent; college degree preferred.
Active FINRA licenses: Series 7 and at least one of Series 66/63/65.
Minimum 5 years of industry experience required.
Strong knowledge of financial services products and accounts.
Excellent written and verbal communication and strong organizational skills.

Responsibilities

Provide client service coverage for FAs/PWAs/teams and cultivate client relationships.
Execute money movement transactions on request and relay account details.
Educate clients on digital tools and onboard accounts.
Maintain calendars, manage travel and expense reports, and assist with in-office tasks.
Support marketing efforts and adhere to firm policies and procedures.