Wealth Client Services Specialist

Socket.dev; Broadway (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

Morgan Stanley seeks a client service associate to support Financial Advisors and Private Wealth Advisors in daily client activities. The role emphasizes building trusted relationships, handling inquiries, and coordinating administrative tasks with a client-first mindset.

Responsibilities include managing calendars, handling calls, processing transactions, and supporting digital tooling adoption while staying current on policies and firm initiatives.

Qualifications

• Must provide detail-oriented administrative support with strong organizational skills.
• Strong written and verbal communication and client service abilities are required.
• Experience with Microsoft Office and CRM tools is preferred.
• Willingness to learn firm policies and regulatory requirements.
• Ability to work in a fast-paced environment and manage multiple tasks.

Responsibilities

• Provide service coverage for an FA/PWA/team, assisting with client relationships and daily tasks.
• Process money movement requests as directed by clients or FAs/PWAs.
• Answer non-investment questions about client accounts and relay information such as balances and positions.
• Enter profile data and prep documents in clerical capacity per direction of FAs/PWAs.
• Educate or enroll clients in digital tools (e.g., MS Online, eSign, eAuthorization).
• Support marketing efforts and site maintenance for FAs/PWAs/teams.

Skills

Detail oriented

Client service skills

Time management

Team player

Multitask

Adaptable

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley seeks a client service associate to support Financial Advisors and Private Wealth Advisors in daily client activities. The role emphasizes building trusted relationships, handling inquiries, and coordinating administrative tasks with a client-first mindset.

Responsibilities include managing calendars, handling calls, processing transactions, and supporting digital tooling adoption while staying current on policies and firm initiatives.