Wealth Client Services Specialist

711 MS Smith Barney, LLC; Medford (OR); On-site; USD 52,000 - 66,000; Full time

Job summary

Morgan Stanley in the United States is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors on a daily basis. The role focuses on maintaining trusted client relationships, handling money movement transactions, answering non-investment questions, and assisting with client onboarding and digital tools.

The position reports to the Business Service Officer and requires eligibility to work in the U.S.

Qualifications

• High School Diploma/Equivalency; college degree preferred.
• Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Detail oriented with superior organizational and writing/interpersonal skills.

Responsibilities

• Support FAs/PWAs/teams in cultivating and enhancing client relationships.
• Execute money movement transactions as requested by clients or FAs/PWAs/teams.
• Answer general non-investment questions and relay account information (balances, positions, etc.).
• Enter profile information and pre-fill documentation for client accounts as directed.
• Educate or enroll clients in digital tools (e.g., MSOnline, eSign, eAuthorization).
• Support marketing efforts and team business plans; participate in initiatives and trainings.

Skills

Detail oriented

Organizational skills

Microsoft Office

Writing skills

Interpersonal skills

Time management

Team player

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office Suite

Job description

Morgan Stanley in the United States is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors on a daily basis. The role focuses on maintaining trusted client relationships, handling money movement transactions, answering non-investment questions, and assisting with client onboarding and digital tools.

The position reports to the Business Service Officer and requires eligibility to work in the U.S.