Wealth Client Services Associate – Support & Relationships

Morgan-Stanley; Colorado Springs (CO); On-site; USD 35,000 - 75,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Paid Time Off

401(k)

Job summary

Morgan Stanley in Colorado Springs seeks a Registered Client Service Associate to support Financial Advisors, build trusted client relationships, and manage routine account tasks. You will handle money movements, account inquiries and onboarding, while educating clients on digital tools and maintaining documentation.

The role requires Series licenses, strong written and spoken communication, and a client-first mindset in a fast-paced environment.

Qualifications

• High School Diploma/Equivalency; college degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Detail oriented with superior organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Exceptional writing, interpersonal and client service skills.
• Strong time management; ability to multitask in a fast-paced environment.

Responsibilities

• Provide service coverage for an FA team including supporting the FA team in cultivating and enhancing client relationships.
• Execute money movement transactions at client/FA request and answer general non-investment questions about accounts.
• Educate or enroll clients in digital tools and onboard/maintain client accounts with required documentation.

Skills

Interpersonal skills

Client service orientation

Organization

Communication

Multitasking

Education

High School Diploma or equivalent

College degree preferred

Tools

MS Office

Job description

Morgan Stanley in Colorado Springs seeks a Registered Client Service Associate to support Financial Advisors, build trusted client relationships, and manage routine account tasks. You will handle money movements, account inquiries and onboarding, while educating clients on digital tools and maintaining documentation.

The role requires Series licenses, strong written and spoken communication, and a client-first mindset in a fast-paced environment.