Wealth Advisory Client Services Specialist

711 MS Smith Barney, LLC; Greenville (NY); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support for Financial Advisor teams. The role emphasizes building trusted relationships and a client-first mindset, assisting with everyday client needs.

Primary duties include servicing client accounts, processing transactions, and educating clients on digital tools while maintaining up-to-date policies and procedures. Strong CRM and MS Office skills are essential for success.

Qualifications

• High School Diploma or equivalent required.
• Knowledge of financial services products a must.
• Active Series 7 (GS), Series 66 (AG/RA) or Series 63/65; experience preferred.

Responsibilities

• Provide service coverage for a FA/PWA/team and support client relationships.
• Handle money movement transactions at client/FA/PWA request.
• Answer non-investment questions and relay account information to clients.

Skills

Client service

Interpersonal skills

Time management

Team player

Education

High School Diploma or Equivalent

College degree preferred

Series 7/66/63/65 certifications

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support for Financial Advisor teams. The role emphasizes building trusted relationships and a client-first mindset, assisting with everyday client needs.

Primary duties include servicing client accounts, processing transactions, and educating clients on digital tools while maintaining up-to-date policies and procedures. Strong CRM and MS Office skills are essential for success.