Wealth Client Services Associate: Elevate Client Experience

Socket.dev; Washington; On-site; USD 36,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Job summary

Morgan Stanley in the United States is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors. The role focuses on building trusted client relationships, onboarding new accounts and handling day-to-day client requests with accuracy and professionalism.

Ideal candidates have 2+ years of industry experience, strong communication skills, and knowledge of financial products. A college degree is preferred, and licensure requirements may be pursued after hire.

Qualifications

• Willingness to obtain Series 7/66/63/65 licenses.
• Two+ years of industry experience preferred.
• High School Diploma or equivalent.
• College degree preferred.

Responsibilities

• Cultivate and enhance client relationships through active communication with clients, processing inquiries and ensuring documentation is current.
• Identify and assist with services and solutions including banking products and secure online offerings.
• Confirm authorization and authenticate clients when processing requests.
• Onboard and maintain client accounts, collecting information and documentation, and handling risk and money movements.
• Input orders at the direction of clients and discuss reinvestment options with Advisors.
• Prepare financial plans and client reports for meetings and review account alerts.

Skills

Client service

Interpersonal skills

Written communication

MS Office

Detail oriented

Time management

Team player

Financial services knowledge

Education

High School Diploma

College degree preferred

Series licenses (7/66/63/65)

Job description

Morgan Stanley in the United States is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors. The role focuses on building trusted client relationships, onboarding new accounts and handling day-to-day client requests with accuracy and professionalism.

Ideal candidates have 2+ years of industry experience, strong communication skills, and knowledge of financial products. A college degree is preferred, and licensure requirements may be pursued after hire.