Wealth Advisory Client Service Specialist

Morgan-Stanley

Seattle (WA)

On-site

USD 55,000 - 95,000

Full time

3 days ago

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Job summary

Morgan Stanley in the United States is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will build trusted client relationships, handle routine requests, and assist with onboarding and digital tools adoption, while contributing to the team’s client service model.

Ideal candidates have a high school diploma (college degree preferred), strong MS Office skills, excellent writing and interpersonal abilities, and the willingness to obtain securities

Qualifications

High School Diploma or equivalency; college degree preferred.
Willingness to obtain Series 7/66 or Series 63/65.
Strong MS Office skills (Word, Excel, Outlook, PowerPoint).
Exceptional writing, interpersonal and client service skills.
Detail-oriented with strong organizational and prioritization abilities.

Responsibilities

Provide client service coverage for FA/PWA/team and manage day-to-day client needs.
Execute money movement transactions at client or FA/PWA request.
Answer general client questions and relay account balances and positions.
Manage calendars, meetings, travel itineraries and expense reports.

Skills

Interpersonal skills

Client service

Time management

MS Office

Written communication

Detail oriented

Team player

Adaptable

Prioritization

Education

High School Diploma

College degree preferred

Tools

Series 7

Series 66

Series 63

Series 65

Job description

Ideal candidates have a high school diploma (college degree preferred), strong MS Office skills, excellent writing and interpersonal abilities, and the willingness to obtain securities

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