Wealth Client Service Associate

711 MS Smith Barney, LLC; California (MO); On-site; USD 34,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors in delivering superior client service. The role involves handling money movements, account inquiries, documentation, and onboarding clients to digital tools, while assisting with marketing and team initiatives.

Ideal candidates have a high school diploma or equivalent (college degree preferred), strong organizational skills, and advanced MS Office proficiency.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Experience in client service or administrative support is a plus.
• Willingness to obtain Series 7/66 or Series 63/65 licenses.
• Strong detail orientation and prioritization.
• Advanced MS Office skills (Word, Excel, Outlook and PowerPoint).

Responsibilities

• Support Financial Advisors and teams with client relationships.
• Execute money movements per client requests.
• Answer non-investment questions about accounts and balances.
• Enter profile information and pre-fill documentation.
• Educate clients on digital tools (MSOnline, eSign).
• Support marketing efforts and client service delivery.
• Stay updated on policies and new platforms.
• Participate in training and other duties as directed.

Skills

Detail orientation

MS Office

Communication

Time management

Team work

Prioritization

Client service

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office

Zoom

Job description

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors in delivering superior client service. The role involves handling money movements, account inquiries, documentation, and onboarding clients to digital tools, while assisting with marketing and team initiatives.

Ideal candidates have a high school diploma or equivalent (college degree preferred), strong organizational skills, and advanced MS Office proficiency.