Wealth Client Services Specialist

711 MS Smith Barney, LLC; California (MO); On-site; USD 34,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and teams, handling daily client interactions with a client-first mindset. The role focuses on accurate clerical work, onboarding clients, and maintaining accounts while supporting digital tool adoption.

Ideal candidates will bring at least a high school diploma, a college degree, and 2+ years of industry experience, plus Series 7/66 or Series 63/65 qualifications and strong knowledge of financial

Qualifications

• High School Diploma or equivalent; 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, funds and insurance.

Responsibilities

• Provide service coverage for an FA/PWA/team and cultivate client relationships.
• Execute money movement transactions at client request.
• Answer non-investment questions and relay account positions and balances.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Assist with marketing and delivery of the business plan.
• Stay current on policies, procedures and new platforms.
• Participate in training programs and special projects as directed.

Skills

Client service

Interpersonal skills

MS Office

Time management

Education

High School Diploma

College degree preferred

Tools

MS Office Suite

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and teams, handling daily client interactions with a client-first mindset. The role focuses on accurate clerical work, onboarding clients, and maintaining accounts while supporting digital tool adoption.

Ideal candidates will bring at least a high school diploma, a college degree, and 2+ years of industry experience, plus Series 7/66 or Series 63/65 qualifications and strong knowledge of financial