Wealth Client Services Specialist

711 MS Smith Barney, LLC; Homewood (AL); Presencial; USD 40.000 - 60.000; Jornada completa

Descripción de la vacante

Morgan Stanley is seeking a Client Service Associate to provide exceptional support to Financial Advisors, PWAs and teams in the United States, helping build trusted client relationships and manage daily requests with accuracy and professionalism.

The role includes client support, administrative tasks, scheduling, travel and expense coordination, and compliance with firm policies. Strong MS Office skills and a team-oriented mindset are essential.

Formación

• Education and/or Experience High School Diploma/Equivalency
• College degree preferred
• Industry experience is a plus
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Knowledge/Skills Detail orientated 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
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task
• Goal oriented, self-motivated and results driven
• Reports to Business Service Officer
• To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.

Responsabilidades

• Provide service coverage for a FA/PWA/team including
• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and/or FA/PWA
• Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
• Educating or enrolling clients in digital tools
• Supporting the FAs/PWAs/teams’ marketing strategy
• Assist FAs/PWAs/teams in delivering against their business plan and client service model
• Remaining current on all policies, procedures and new platforms
• Participating in firm initiatives, training or education programs, special projects and/or other duties directed by local management
• Answering inbound phone calls or making outbound calls
• Managing the calendar including scheduling meetings or events
• Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
• Assisting with general in-office support functions such as copying, filing and scanning documentation
• Preparing and submitting expense reports for processing

Conocimientos

Detail orientated

Organizational skills

Prioritization

Microsoft Office

Writing skills

Interpersonal skills

Client service

Time management

Team player

Fast-paced work

Multitasking

Self-motivation

Educación

High School Diploma/Equivalency

College degree

Herramientas

MS Office Suite

Descripción del empleo

Morgan Stanley is seeking a Client Service Associate to provide exceptional support to Financial Advisors, PWAs and teams in the United States, helping build trusted client relationships and manage daily requests with accuracy and professionalism.

The role includes client support, administrative tasks, scheduling, travel and expense coordination, and compliance with firm policies. Strong MS Office skills and a team-oriented mindset are essential.