Wealth Client Services Associate

Socket.dev; Houston (TX); On-site; USD 52,000 - 64,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and teams in day-to-day client service and administrative tasks. You will help cultivate client relationships, process money movements, and answer client questions while maintaining documentation accuracy.

You will also coordinate calendar management, travel, expense reports, and onboarding of clients to digital tools, aligning with firm policies and training programs.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Industry experience is favorable for client service roles.
• Willingness to obtain securities licenses (Series 7/66/63/65) as needed.

Responsibilities

• Provide client service coverage for Financial Advisors/teams and support daily activities.
• Answer questions, relay account balances, and assist with money movements on request.
• Enter profile information and pre-fill documents in a clerical capacity.
• Educate clients on digital tools and support marketing efforts for advisors.
• Coordinate calls, calendar, travel, and expense reporting for the team.
• Maintain awareness of policies, procedures, and new platforms; participate in trainings.

Skills

Client relations

Interpersonal skills

MS Office

Writing skills

Time management

Team player

Adaptability

Multi-tasking

Communication

Detail oriented

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Willingness to obtain Series 7/66/63/65 licenses

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and teams in day-to-day client service and administrative tasks. You will help cultivate client relationships, process money movements, and answer client questions while maintaining documentation accuracy.

You will also coordinate calendar management, travel, expense reports, and onboarding of clients to digital tools, aligning with firm policies and training programs.