Wealth Client Services Specialist

Morgan-Stanley; McLean (VA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley in McLean, VA is hiring a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by building trusted client relationships and handling routine account activity.

The role requires strong interpersonal and writing skills, solid knowledge of financial products, and proficiency with MS Office. Candidates should be organized, adaptable, and able to multitask in a fast-paced environment.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active Series 7 and Series 66, or Series 63 and Series 65 licenses.
• Two+ years of industry experience preferred.

Responsibilities

• Provide client support and service coverage for FAs/PWAs/teams.
• Enter money movement transactions and account details as requested.
• Answer non-investment questions and relay account balances to clients.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization) and onboard accounts.

Skills

Client service

Interpersonal skills

Time management

Communication

Education

High School Diploma

College degree

Series 7

Series 66

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

PowerPoint

Job description

Morgan Stanley in McLean, VA is hiring a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by building trusted client relationships and handling routine account activity.

The role requires strong interpersonal and writing skills, solid knowledge of financial products, and proficiency with MS Office. Candidates should be organized, adaptable, and able to multitask in a fast-paced environment.