Wealth Client Services Associate

711 MS Smith Barney, LLC; Kirkland (WA); On-site; USD 36,000 - 85,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

Morgan Stanley in the United States is seeking a Registered Client Service Associate to provide outstanding service to clients and support Financial Advisors and Private Wealth Advisors. You will handle money movements, onboarding, account inquiries, and education on digital tools while maintaining profiles and supporting the team’s business plan.

A high school diploma is required, college degree preferred, Series 7/66/63/65 licensing, and 2+ years of industry experience; strong MS Office skills

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 licensing is expected.
• Two or more years of industry experience preferred.
• Strong knowledge of financial services products and capabilities.

Responsibilities

• Provide client support and service coverage for FAs/PWAs/teams, including relationship cultivation and account maintenance.
• Educate or enroll clients in digital tools and onboard new accounts.
• Assist with money movements and respond to client inquiries and requests.
• Maintain accurate client profiles and documentation; support team marketing efforts.

Skills

Interpersonal skills

Detail oriented

Time management

Multitasking

Written communication

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in the United States is seeking a Registered Client Service Associate to provide outstanding service to clients and support Financial Advisors and Private Wealth Advisors. You will handle money movements, onboarding, account inquiries, and education on digital tools while maintaining profiles and supporting the team’s business plan.

A high school diploma is required, college degree preferred, Series 7/66/63/65 licensing, and 2+ years of industry experience; strong MS Office skills