Wealth Client Services Specialist

Morgan Stanley; Homewood (IL); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley inHomewood, IL seeks a Client Service Associate to provide day-to-day client support to Financial Advisors and Private Wealth Advisors. You will relay account information, assist with money movements, and answer client questions with a client-first mindset.

Strong communication and organizational skills are essential. Proficiency with MS Office and willingness to learn digital tools, scheduling, and travel/logistics support will be valued in this fast-paced environment.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Experience with client service in financial environments is a plus.
• Willingness to pursue securities licenses (Series 7/66 or Series 63/65).
• Detail-oriented with strong organizational skills and ability to prioritize work.

Responsibilities

• Provide service coverage for a FA/PWA/team including cultivating and enhancing client relationships.
• Execute money movement transactions as requested by client or FA/PWA.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information or pre-fill account documents in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing efforts and assist teams in delivering business plans.
• Stay current on policies, procedures, and new platforms.
• Participate in training and special projects as directed by management.

Skills

Client service

Interpersonal skills

Microsoft Office

Time management

Team player

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Willingness to obtain Series 7/66/63/65

Tools

Microsoft Office

Job description

Morgan Stanley inHomewood, IL seeks a Client Service Associate to provide day-to-day client support to Financial Advisors and Private Wealth Advisors. You will relay account information, assist with money movements, and answer client questions with a client-first mindset.

Strong communication and organizational skills are essential. Proficiency with MS Office and willingness to learn digital tools, scheduling, and travel/logistics support will be valued in this fast-paced environment.