Wealth Client Services Specialist

Morgan Stanley; City of Poughkeepsie (NY); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a client support professional in the United States to strengthen relationships, process client requests, and provide guidance on banking products and digital tools. You will onboard accounts, verify information, and coordinate with Financial Advisors to meet client needs.

The role emphasizes exceptional client service, strong written and interpersonal communication, and accuracy in documentation within a fast-paced financial services environment.

Qualifications

• Active securities licenses (e.g., Series 7, Series 66 or Series 63/65) or equivalent preferred.
• Minimum two years of industry experience.
• High school diploma or equivalent; college degree preferred.

Responsibilities

• Cultivate and enhance client relationships through active communication and by processing requests.
• Identify services and solutions that meet client needs including banking products and digital offerings.
• Onboard and maintain client accounts, collect documentation, assess risk, and process transactions.
• Input client orders and discuss reinvestment options with Financial Advisors.
• Prepare financial plans and client materials for meetings.
• Support the team in marketing and event planning.

Skills

Industry knowledge

Exceptional writing

Client service

Detail oriented

Microsoft Office

Team player

Fast-paced environment

Goal oriented

Education

Series 7/66/63/65 licensed

Two+ years industry experience

High School Diploma or Equivalency

College degree preferred

Job description

Morgan Stanley is seeking a client support professional in the United States to strengthen relationships, process client requests, and provide guidance on banking products and digital tools. You will onboard accounts, verify information, and coordinate with Financial Advisors to meet client needs.

The role emphasizes exceptional client service, strong written and interpersonal communication, and accuracy in documentation within a fast-paced financial services environment.