Wealth Client Services Specialist

Morgan Stanley; Pennsylvania; On-site; USD 68,300 - 79,800; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid Time Off

Dependent Care Savings Account

Discretionary bonus components

Job summary

Morgan Stanley is seeking Registered Client Service Associates to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. The successful candidates will facilitate client relationships and assist them with various needs including transactions and account management.

Preferred candidates will have a high school diploma, relevant licenses, and two years of experience in the financial industry. The compensation for this role ranges from $68,300 to $79,800 per year, in addition to a full benefits package.

Qualifications

• Minimum two years of relevant experience in the finance industry.
• Ability to assist in client service and administrative tasks.
• Must have active financial licenses (Series 7 and 66 or equivalent).

Responsibilities

• Support Financial Advisors in building client relationships.
• Execute client transactions and answer account inquiries.
• Assist with administrative tasks like scheduling and documentation.

Skills

Knowledge of financial services products

Detail oriented

Advanced Microsoft Office skills

Exceptional writing and interpersonal skills

Strong time management skills

Team player

Ability to work in a fast-paced environment

Goal oriented and self-motivated

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7, Series 66 or Series 63 and Series 65

Two or more years of industry experience

Tools

Microsoft Office

Job description

Morgan Stanley is seeking Registered Client Service Associates to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. The successful candidates will facilitate client relationships and assist them with various needs including transactions and account management.

Preferred candidates will have a high school diploma, relevant licenses, and two years of experience in the financial industry. The compensation for this role ranges from $68,300 to $79,800 per year, in addition to a full benefits package.