Wealth Client Service Specialist

Morgan Stanley; West Conshohocken (PA); On-site; USD 50,000 - 65,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in Pennsylvania to support Financial Advisors and client teams. You will help cultivate relationships, handle money movements, answer client questions, and assist with account onboarding and documentation.

The role emphasizes client service, attention to detail, and strong Microsoft Office skills, with on-site collaboration and adherence to firm policies.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.

Responsibilities

• Support FA/PWA/team in cultivating and enhancing client relationships.
• Execute money movement transactions per client requests.
• Answer general non-investment questions about client accounts.
• Enter profile information and pre-fill account documents clerically.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Provide clients with details around account information (investment objectives, risk tolerance).
• Support marketing strategy and website maintenance for FAs/PWAs/teams.

Skills

Client service

Interpersonal skills

Time management

Multitasking

Detail oriented

Team player

Adaptable

Goal oriented

Written communication

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66/63/65 licenses

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate in Pennsylvania to support Financial Advisors and client teams. You will help cultivate relationships, handle money movements, answer client questions, and assist with account onboarding and documentation.

The role emphasizes client service, attention to detail, and strong Microsoft Office skills, with on-site collaboration and adherence to firm policies.