Wealth Client Services Specialist

Socket.dev; Baltimore (MD); On-site; USD 52,000 - 70,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in Baltimore to help shape the client experience by delivering elevated service and guidance on firm capabilities. The role supports Financial Advisors, manages client accounts, and coordinates documentation, risk assessment, and day-to-day activities.

The ideal candidate has Series 7/66 or 63/65 licenses, strong communication and organizational skills, and a client-focused mindset.

Qualifications

• Active Series 7 and Series 66 are required or Series 63 and Series 65 as alternatives.
• Two or more years of industry experience preferred.
• High School Diploma/Equivalency required.
• College degree preferred.

Responsibilities

• Cultivate and enhance client relationships through active communication and processing requests.
• Identify firm services and solutions supporting clients’ needs, including digital offerings.
• Confirm authorization and authenticate clients when processing requests.
• Onboard and maintain client accounts, gather information, assess risk, and handle transactions.
• Input orders, discuss reinvestment options and corporate actions with advisors.
• Prepare financial plans, client reports, and materials for meetings.
• Review client account alerts and take appropriate actions.

Skills

Client service

Communication

Detail oriented

Time management

Team collaboration

Adaptability

Financial products knowledge

Education

Active Series 7 & 66

High School Diploma or Equivalent

College degree preferred

Series 63 & 65

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate in Baltimore to help shape the client experience by delivering elevated service and guidance on firm capabilities. The role supports Financial Advisors, manages client accounts, and coordinates documentation, risk assessment, and day-to-day activities.

The ideal candidate has Series 7/66 or 63/65 licenses, strong communication and organizational skills, and a client-focused mindset.