Wealth Client Services Specialist

Socket.dev; Kahului (HI); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth teams. You will build trusted client relationships through proactive service, handle account updates, and assist with money movements and non-investment inquiries in a fast-paced environment.

With a High School Diploma and relevant financial services knowledge, you will coordinate with teams, manage calendars, and help educate clients on digital tools while staying current on policies

Qualifications

• High School Diploma/Equivalency required.
• 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.

Responsibilities

• Provide service coverage for a FA/PWA/team including cultivating and enhancing client relationships.
• Execute money movement transactions at client request.
• Answer non-investment related questions regarding client accounts.
• Enter profile information or pre-fill account documentation in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, collecting necessary documentation.
• Provide clients with details on account information (investment objectives, risk tolerance).
• Accept or enter unsolicited or solicited orders as directed.
• Support FAs/PWAs/teams' marketing strategy and business plans.
• Stay current on policies, procedures, and new platforms.
• Participate in training and other duties as directed.

Skills

Financial services knowledge

Detail orientation

MS Office proficiency

Writing and client service

Time management

Team player

Fast-paced adaptability

Multitasking

Goal orientation

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office Suite

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth teams. You will build trusted client relationships through proactive service, handle account updates, and assist with money movements and non-investment inquiries in a fast-paced environment.

With a High School Diploma and relevant financial services knowledge, you will coordinate with teams, manage calendars, and help educate clients on digital tools while staying current on policies