Senior Wealth Client Services Specialist

711 MS Smith Barney, LLC; Rancho Santa Fe (CA); On-site; USD 68,000 - 120,000; Full time

Benefits offered by this job

Benefits package

Job summary

Morgan Stanley, a global financial services leader, seeks a Senior Service Coordinator to support Financial Advisors and Private Wealth Advisors. The role emphasizes delivering exceptional client experiences, maintaining relationships, and supporting meetings and follow-ups.

The position requires 5+ years of relevant experience, a four-year degree, and required licenses. Strong communication, leadership and Excel skills are essential for success in a fast-paced environment.

Qualifications

• 5+ years of work experience in a field relevant to the position required.
• Four-year college degree or professional certification preferred.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• Additional product licenses may be required.

Responsibilities

• Provide client service coverage for an FA/PWA/team and cultivate relationships with partners.
• Assist in delivering against client service models and prepare for regular meetings.
• Support business development by executing digital and in-person marketing activities and preparing client reports.

Skills

Leadership

Financial products knowledge

MS Excel

Communication skills

Time management

Team player

Adaptability

Education

BA/BS degree or equivalent

Series 7 & Series 66 or 63 & 65 licenses

Tools

MS Office

Job description

Morgan Stanley, a global financial services leader, seeks a Senior Service Coordinator to support Financial Advisors and Private Wealth Advisors. The role emphasizes delivering exceptional client experiences, maintaining relationships, and supporting meetings and follow-ups.

The position requires 5+ years of relevant experience, a four-year degree, and required licenses. Strong communication, leadership and Excel skills are essential for success in a fast-paced environment.