Wealth Client Services Specialist

Morgan Stanley; City of Utica (NY); On-site; USD 22,000 - 60,000; Full time

Job summary

Morgan Stanley in New York is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will help build trusted client relationships, process money movements, answer non-investment inquiries and assist with account documentation and digital tools.

The role emphasizes strong interpersonal skills, detail orientation and the ability to work in a fast-paced financial environment.

Qualifications

• 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 and ability to multi-task.
• Team player with collaboration skills and adaptability.
• Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63/65.

Responsibilities

• Support the FA/PWA/team in cultivating and enhancing client relationships.
• Execute money movement transactions as requested by clients or FAs/PWAs.
• Answer general non-investment questions about client accounts.
• Enter profile information and pre-fill account docs in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist with marketing efforts and delivering business plans.
• Stay current on policies, procedures and new platforms.
• Handle administrative duties: calls, calendar, travel itineraries and expense reports.

Skills

Detail oriented

Organizational skills

Prioritization

MS Office

Writing and communication

Time management

Team player

Adaptability

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office Suite

Job description

Morgan Stanley in New York is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will help build trusted client relationships, process money movements, answer non-investment inquiries and assist with account documentation and digital tools.

The role emphasizes strong interpersonal skills, detail orientation and the ability to work in a fast-paced financial environment.