Wealth Client Experience Specialist

Morgan Stanley; San Diego (CA); On-site; USD 34,000 - 90,000; Full time

Job summary

Morgan Stanley in San Diego seeks a Client Service Associate to support Financial Advisors and Private Wealth Advisors in daily activities and client service. You will help cultivate relationships, coordinate money movements, and answer account questions while managing profiles and documenting information across the client base.

You will also educate clients on digital tools, assist with marketing efforts, and handle administrative duties such as calendars, travel, and expense reporting in a

Qualifications

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

Responsibilities

• Support the FA/PWA/team in cultivating client relationships.
• Execute money movement transactions as requested.
• Answer general questions about accounts and balances.
• Enter profile information and prep account documents in clerical capacity.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Assist with marketing efforts and business plan execution.
• Maintain knowledge of policies and participate in firm initiatives.
• Provide administrative support including calendar management and travel planning.
• Handle inbound/outbound calls and scheduling.

Skills

Detail oriented

Time management

Interpersonal skills

Client service

Team player

Adaptable & multi-task

Goal oriented

Writing skills

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office

Job description

Morgan Stanley in San Diego seeks a Client Service Associate to support Financial Advisors and Private Wealth Advisors in daily activities and client service. You will help cultivate relationships, coordinate money movements, and answer account questions while managing profiles and documenting information across the client base.

You will also educate clients on digital tools, assist with marketing efforts, and handle administrative duties such as calendars, travel, and expense reporting in a