Wealth Client Services & Operations Associate

Morgan-Stanley; Houston (TX); On-site; USD 60,000 - 75,000; Full time

Job summary

Morgan Stanley seeks a Client Service Associate in Houston to support Financial Advisors and Private Wealth Advisors daily. You will help grow client relationships, process transactions, and manage accounts while educating clients on digital tools.

A fast-paced, client-first environment awaits with strong emphasis on accuracy and teamwork. You will work to deliver exceptional service, coordinate meetings, and handle administrative duties as part of a collaborative team focused on client success

Qualifications

• High School Diploma or equivalent required. College degree preferred.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65.
• Detail oriented with strong organizational and prioritization skills.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Excellent writing, interpersonal and client service skills.
• Strong time management and ability to multi-task in a fast-paced environment.

Responsibilities

• Provide service coverage for a FA/PWA/team and support client relationships.
• Execute money movement transactions per client/FA/PWA requests.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information or pre-fill account documents as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing efforts and implement the team’s business plan and client service model.
• Stay current on policies and participate in firm initiatives or training.
• Handle inbound/outbound calls, calendar management and travel logistics.
• Prepare expense reports and assist with in-office support tasks.

Skills

Detail oriented

Organizational skills

Microsoft Office

Interpersonal skills

Time management

Team player

Adaptable

Multi-tasking

Written communication

Client service

Education

High School Diploma/Equivalency

College degree preferred

Tools

MSOffice (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley seeks a Client Service Associate in Houston to support Financial Advisors and Private Wealth Advisors daily. You will help grow client relationships, process transactions, and manage accounts while educating clients on digital tools.

A fast-paced, client-first environment awaits with strong emphasis on accuracy and teamwork. You will work to deliver exceptional service, coordinate meetings, and handle administrative duties as part of a collaborative team focused on client success