Wealth Client Service Specialist

711 MS Smith Barney, LLC; Main Street (CA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley in the United States seeks a Client Service Associate to support Financial Advisors and teams with daily client service and administrative tasks. You will help cultivate client relationships, process money movements, and handle account inquiries while maintaining accuracy and confidentiality.

Strong communication and organizational skills are essential in a fast-paced, client-focused environment.

Qualifications

• Detail orientation and superior organizational skills.

Responsibilities

• Provide service coverage for a FA/PWA/team and support client relationships.
• Enter profile information and prepare account documentation as directed.
• Assist with calendar management, travel itineraries, and expense reports.

Skills

Detail oriented

Office software proficiency

Exceptional writing and client service

Strong time management

Team player

Adaptable and multi-tasking

Goal oriented and self-motivated

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office

Job description

Morgan Stanley in the United States seeks a Client Service Associate to support Financial Advisors and teams with daily client service and administrative tasks. You will help cultivate client relationships, process money movements, and handle account inquiries while maintaining accuracy and confidentiality.

Strong communication and organizational skills are essential in a fast-paced, client-focused environment.