Wealth Advisor Client Support Specialist

Socket.dev; Colorado; On-site; USD 35,000 - 75,000; Full time

Benefits offered by this job

Health benefits

Paid time off

401(k)

Job summary

Morgan Stanley is seeking a Client Service Associate in Colorado to support Financial Advisors and client accounts. You will help with daily service needs, money movements, and event scheduling, while maintaining strong client relationships.

The role emphasizes interpersonal skills, document handling, and digital tool onboarding, with opportunities to contribute to business development initiatives and service improvements.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Two+ years of industry experience preferred.
• Knowledge of financial services products and client account types.

Responsibilities

• Provide service coverage for an FA team and cultivate client relationships.
• Assist with money movements and account information inquiries.
• Enter profile information and assist with documentation in a clerical capacity.
• Educate clients on digital tools and onboarding processes.
• Support marketing efforts and client service models.

Skills

Financial services knowledge

Interpersonal skills

Microsoft Office

Time management

Team player

Client service

Detail orientation

Communication

Education

High School Diploma/Equivalency

College degree preferred

Two+ years industry experience preferred

Tools

Microsoft Office Suite

CRM tools (unspecified)

Job description

Morgan Stanley is seeking a Client Service Associate in Colorado to support Financial Advisors and client accounts. You will help with daily service needs, money movements, and event scheduling, while maintaining strong client relationships.

The role emphasizes interpersonal skills, document handling, and digital tool onboarding, with opportunities to contribute to business development initiatives and service improvements.