Wealth Client Services Associate

711 MS Smith Barney, LLC; United States; On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to provide high-level support to Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process money movements, and answer account questions in a fast-paced environment.

Responsibilities include handling profiles, educating clients on digital tools, supporting marketing efforts, and maintaining accuracy in documentation while complying with policies.

Qualifications

• High School Diploma or equivalent is required.
• College degree preferred; industry experience is a plus.

Responsibilities

• Support Financial Advisors/Private Wealth Advisors and teams in cultivating client relationships.
• Execute money movement transactions per client/FA/PWA requests.
• Answer general non-investment questions about client accounts and balances.

Skills

Detail oriented

Writing skills

Interpersonal skills

Time management

Team player

Adaptable

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Service Associate to provide high-level support to Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process money movements, and answer account questions in a fast-paced environment.

Responsibilities include handling profiles, educating clients on digital tools, supporting marketing efforts, and maintaining accuracy in documentation while complying with policies.