Wealth Client Services Specialist

Socket.dev; Main Street (CA); On-site; USD 75,000 - 110,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. The role builds trusted relationships through daily interactions and a client-first mindset.

You will handle account questions, process transactions, onboard clients, educate them on digital tools, and assist with marketing efforts. A relevant license and experience with financial services help deliver accurate, timely service in a

Qualifications

• High School Diploma or equivalent is required.
• College degree preferred.
• Active Series 7 and Series 66 or Series 63 and 65 licenses.
• Two or more years of industry experience preferred.
• Knowledge of financial services products.
• Strong written, interpersonal and client service skills.

Responsibilities

• Support FAs/PWAs/teams by cultivating client relationships.
• Execute money movement transactions at client request.
• Answer general non-investment questions about accounts.
• Enter profile information and pre-fill documents.
• Educate or enroll clients in digital tools.
• Onboard and maintain client accounts.
• Provide account details to clients (objectives, risk tolerance).
• Enter orders as directed.
• Support marketing efforts for FAs/PWAs/teams.
• Assist teams in delivering against business plans.
• Stay current on policies, procedures, and platforms.
• Participate in training and special projects.

Skills

Financial services knowledge

Client service excellence

Interpersonal skills

Organization & time management

Written communication

Team player

Adaptable & multitask

Results driven

Attention to detail

Education

High School Diploma/Equivalency

College degree preferred

Licenses: Series 7, 66 or 63, 65

2+ years industry experience

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. The role builds trusted relationships through daily interactions and a client-first mindset.

You will handle account questions, process transactions, onboard clients, educate them on digital tools, and assist with marketing efforts. A relevant license and experience with financial services help deliver accurate, timely service in a