Wealth Client Services Specialist

711 MS Smith Barney, LLC; Menlo Park (CA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley in Menlo Park is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will provide exceptional client service, onboard and maintain client accounts, and assist with documentation, reporting, and client communications.

The role requires strong interpersonal skills, proficiency in Microsoft Office, and the ability to work in a fast-paced team environment, with focus on accuracy and client satisfaction.

Qualifications

• Two or more years of industry experience preferred.
• Strong writing, interpersonal and client service skills.
• Detail oriented with strong organizational skills and ability to prioritize tasks.

Responsibilities

• Cultivate and enhance client relationships through active communication and processing requests.
• Identify services and digital offerings to support clients’ needs.
• Confirm authorization and authenticate clients when processing requests.
• Onboard and maintain client accounts and handle documentation.
• Input orders and discuss reinvestment options with Financial Advisors.
• Prepare financial plans and client reports for meetings.
• Support marketing efforts and client events.

Skills

Client service

Interpersonal skills

Written communication

Organizational skills

Microsoft Office

Team player

Education

High School Diploma or equivalent

Bachelor's degree preferred

Tools

MS Office

Job description

Morgan Stanley in Menlo Park is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will provide exceptional client service, onboard and maintain client accounts, and assist with documentation, reporting, and client communications.

The role requires strong interpersonal skills, proficiency in Microsoft Office, and the ability to work in a fast-paced team environment, with focus on accuracy and client satisfaction.