Wealth Client Services Associate

711 MS Smith Barney, LLC; Washington (District of Columbia); On-site; USD 36,000 - 85,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k)

Paid Time Off

Holiday pay and benefits

Job summary

Morgan Stanley in Washington, DC is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors daily. The role focuses on cultivating client relationships, processing requests, and guiding clients through digital tools like Morgan Stanley Online and Mobile.

You will onboard and maintain client accounts, prepare reports for meetings, and coordinate marketing events while staying current on policies and platforms. A path toward securities licenses may be available.

Qualifications

• 2+ years of industry experience preferred.
• Willingness to obtain securities licenses (Series 7/66/63/65).
• Strong writing, interpersonal and client service skills.

Responsibilities

• Cultivate and enhance client relationships through active communication and processing requests.
• Identify firm services to support client needs including banking products and digital offerings.
• Authenticate clients and onboard/maintain accounts with required documentation.
• Input client orders, discuss reinvestment options and corporate actions with FAs.
• Prepare financial plans, client reports and materials for meetings.
• Support marketing efforts and coordinate client events and seminars.
• Coordinate travel, expenses and calendar maintenance for Financial Advisors.

Skills

Client service orientation

Interpersonal skills

Communication skills

Detail oriented

Multitasking

Team player

Education

High School Diploma or equivalent

Series 7/66/63/65 certifications willingness

Tools

Microsoft Office

Job description

Morgan Stanley in Washington, DC is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors daily. The role focuses on cultivating client relationships, processing requests, and guiding clients through digital tools like Morgan Stanley Online and Mobile.

You will onboard and maintain client accounts, prepare reports for meetings, and coordinate marketing events while staying current on policies and platforms. A path toward securities licenses may be available.