Wealth Client Services Specialist

MSB MS Smith Barney Holding Co; Little Rock (AR); On-site; USD 40,000 - 56,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors, assisting with client relationships, account inquiries, and document processing. The role emphasizes a client-first mindset, strong communication, and accurate handling of funds and data.

The position involves clerical support, calendar management, travel arrangements, and contributing to marketing and client service initiatives.

Qualifications

• High School Diploma or equivalent.
• College degree preferred.
• Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).

Responsibilities

• Support FAs/PWAs/teams in cultivating and enhancing client relationships.
• Execute money movement transactions as requested by client or FA/PWA.
• Answer general questions about client accounts and balances.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).

Skills

Detail oriented

MS Office

Interpersonal skills

Time management

Client service

Education

College degree preferred

High School Diploma

Series 7 eligibility

Series 66 eligibility

Series 63 eligibility

Series 65 eligibility

Tools

MS Office

Job description

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors, assisting with client relationships, account inquiries, and document processing. The role emphasizes a client-first mindset, strong communication, and accurate handling of funds and data.

The position involves clerical support, calendar management, travel arrangements, and contributing to marketing and client service initiatives.