Wealth Client Services Specialist

711 MS Smith Barney, LLC; Avenue (MD); On-site; USD 36,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Paid time off

401(k) plan

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors, PWAs and teams with daily client service activities. You will assist with account information, onboarding, and digital tool enrollment while maintaining strong client relationships.

The role requires excellent interpersonal and writing skills, plus high attention to detail and proficiency in Microsoft Office. Strong time management and teamwork are essential in a fast-paced environment with evolving

Qualifications

• 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 skills.
• Team player with the ability to collaborate with others.
• Ability to work in a fast-paced, evolving environment.

Responsibilities

• Provide client support for a FA/PWA/team, assisting in cultivating and enhancing client relationships.
• Execute money movements and answer non-investment related questions about accounts.
• Educate/enroll clients in digital tools and onboarding processes.
• Maintain client accounts and prepare documentation.
• Support marketing and business plan execution for FAs/PWAs/teams.

Skills

Interpersonal skills

Client service

Time management

Microsoft Office

Written communication

Teamwork

Adaptability

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors, PWAs and teams with daily client service activities. You will assist with account information, onboarding, and digital tool enrollment while maintaining strong client relationships.

The role requires excellent interpersonal and writing skills, plus high attention to detail and proficiency in Microsoft Office. Strong time management and teamwork are essential in a fast-paced environment with evolving