Wealth Client Services Specialist

Morgan Stanley; Middleton (MA); On-site; USD 20,664 - 56,302; Full time

Benefits offered by this job

Diverse workplace

Equal opportunity employer

Comprehensive benefits package

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in Middleton, Massachusetts to provide exceptional client service while supporting Financial Advisors. The candidate will assist with client needs, ensuring trusted relationships and executing financial service transactions.

The ideal applicant should have a High School Diploma, relevant industry experience, and active Series 7 license. Strong interpersonal skills and proficiency in Microsoft Office are essential for this role.

Expected pay ranges from $15 to $40.87 per hour, with total compensation including benefits and incentive packages.

Qualifications

• High School Diploma/Equivalency is essential.
• Active Series 7, Series 66 or Series 63 and Series 65 required.
• Two or more years of industry experience preferred.

Responsibilities

• Provide exceptional service to clients and support Financial Advisors.
• Execute money movement transactions as required.
• Educate or enroll clients in digital tools.
• Manage calendars and coordinate meetings.

Skills

Interpersonal skills

Detail oriented

Advanced Microsoft Office skills

Client service skills

Time management

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley is seeking a Registered Client Service Associate in Middleton, Massachusetts to provide exceptional client service while supporting Financial Advisors. The candidate will assist with client needs, ensuring trusted relationships and executing financial service transactions.

The ideal applicant should have a High School Diploma, relevant industry experience, and active Series 7 license. Strong interpersonal skills and proficiency in Microsoft Office are essential for this role.

Expected pay ranges from $15 to $40.87 per hour, with total compensation including benefits and incentive packages.