Wealth Client Services Associate

711 MS Smith Barney, LLC; Miami (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley is hiring a Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors. The role involves handling money movements, answering client inquiries, entering profile data, and educating clients on digital tools, while supporting the team’s marketing efforts and staying current with policies.

Strong interpersonal and writing skills, advanced MS Office capabilities, and the ability to multi-task in a fast-paced

Qualifications

• High School Diploma or equivalency; college degree preferred.
• Willingness to obtain Series 7/66 or Series 63/65 as applicable.
• Strong writing, interpersonal and client service skills.
• Advanced Microsoft Excel, Word, Outlook and PowerPoint proficiency.

Responsibilities

• Provide service coverage for FA/PWA/team and support client relationships.
• Execute money movements per client/FA/PWA instructions.
• Answer general non-investment questions and relay account information.
• Input client profile information and prep documentation.
• Educate clients on digital tools like MSOnline, eSign, eAuthorization.
• Support marketing efforts and team business plan execution.
• Keep up-to-date on policies and new platforms.
• Participate in training, projects, and other duties from management.

Skills

MS Office proficiency

Writing skills

Interpersonal skills

Time management

Team collaboration

Multi-tasking

Goal oriented

Education

High School diploma

College degree preferred

Tools

MS Office

Job description

Morgan Stanley is hiring a Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors. The role involves handling money movements, answering client inquiries, entering profile data, and educating clients on digital tools, while supporting the team’s marketing efforts and staying current with policies.

Strong interpersonal and writing skills, advanced MS Office capabilities, and the ability to multi-task in a fast-paced