Wealth Advisory Client Services Associate

Morgan Stanley; Salt Lake City (UT); On-site; USD 42,000 - 56,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate in Salt Lake City to support Financial Advisors, PWAs, and teams with daily client service tasks. The role emphasizes strong client relationships, accurate processing, and ongoing learning of policies and digital tools.

Responsibilities include coverage, transaction support, account inquiries, and coordinating scheduling and travel when needed. Strong MS Office skills and a proactive, client-first mindset are essential.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Industry experience a plus.
• Willingness to obtain Series 7 and Series 66 or Series 63 and 65.

Responsibilities

• Provide service coverage for FA/PWA/team, including cultivating client relationships.
• Execute money movement transactions at the request of clients or FA/PWA.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information or pre-fill account documentation as directed.

Skills

Detail-oriented

Organizational skills

Time management

Interpersonal skills

Team player

Multi-tasking

Adaptability

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

Morgan Stanley is seeking a Client Service Associate in Salt Lake City to support Financial Advisors, PWAs, and teams with daily client service tasks. The role emphasizes strong client relationships, accurate processing, and ongoing learning of policies and digital tools.

Responsibilities include coverage, transaction support, account inquiries, and coordinating scheduling and travel when needed. Strong MS Office skills and a proactive, client-first mindset are essential.