Senior Wealth Client Support Specialist

Morgan Stanley; West Palm Beach (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Morgan Stanley's Registered Client Service Associates provide exceptional service to clients and support Financial Advisors and teams daily, building trusted relationships. A client-first mindset, strong interpersonal skills, and the ability to assist with everyday needs are essential.

This role requires knowledge of financial services products, excellent organizational and writing skills, and proficiency with Microsoft Office.

Qualifications

• High school diploma or equivalent; college degree preferred.
• Active securities licenses (Series 7/66 or 63/65) preferred.
• 2+ years of industry experience preferred.
• Knowledge of financial services products (equities, bonds, funds, etc.).
• Detail oriented with strong organizational and prioritization skills.
• Advanced Microsoft Office suite skills (Word, Excel, Outlook, PowerPoint).
• Excellent writing, interpersonal and client service skills.
• Strong time management and multitasking abilities.
• Team player capable of collaborating across teams.
• Ability to thrive in a fast-paced, evolving environment.

Responsibilities

• Support the FA/PWA/team in cultivating and enhancing client relationships
• Execute money movement transactions at the request of the client and/or FA/PWA/team
• Answer general non-investment questions about client accounts and balances
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization)
• Onboard and maintain client accounts in a clerical capacity

Skills

Interpersonal skills

Client service mindset

Microsoft Office

Written communication

Time management

Team player

Adaptability

Multitasking

Financial services knowledge

Attention to detail

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Two or more years of industry experience preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

MSOnline

eSign

eAuthorization

Job description

Morgan Stanley's Registered Client Service Associates provide exceptional service to clients and support Financial Advisors and teams daily, building trusted relationships. A client-first mindset, strong interpersonal skills, and the ability to assist with everyday needs are essential.

This role requires knowledge of financial services products, excellent organizational and writing skills, and proficiency with Microsoft Office.