Wealth Client Services Specialist

Socket.dev; Massachusetts; On-site; USD 60,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to provide exemplary service to our Financial Advisors, PWAs and teams. You’ll build trusted relationships through daily client interactions, leading with a client-first mindset and strong interpersonal skills.

You will handle account inquiries, onboarding and digital tool onboarding, while staying current on policies, procedures and new platforms. A background in finance and MS Office proficiency are preferred, with at least a couple years in

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 client relationship cultivation and maintenance.
• Execute money movement transactions on request by client/FA/PWA/team.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information or pre-fill account documentation in clerical capacity.
• Educate or enroll clients in digital tools (e.g., MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Provide clients with details around their account information (investment objectives, risk tolerance).
• Accept or enter unsolicited or solicited orders in a clerical capacity.
• Support FAs/PWAs/teams' marketing strategy and initiatives.
• Stay current on policies, procedures and new platforms.
• Participate in firm initiatives and special projects as directed by management.

Skills

Client service

Interpersonal skills

Attention to detail

Time management

Writing skills

Client relationship building

Team collaboration

Multitasking

Education

High School Diploma/Equivalency

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

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Service Associate to provide exemplary service to our Financial Advisors, PWAs and teams. You’ll build trusted relationships through daily client interactions, leading with a client-first mindset and strong interpersonal skills.

You will handle account inquiries, onboarding and digital tool onboarding, while staying current on policies, procedures and new platforms. A background in finance and MS Office proficiency are preferred, with at least a couple years in