Wealth Client Services Specialist

Morgan-Stanley; Pensacola (FL); On-site; USD 40,000 - 50,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors on a daily basis. You will help cultivate client relationships, process money movements, and assist with onboarding clients to digital tools in a fast-paced environment.

The role requires strong written and interpersonal skills, advanced MS Office proficiency, and a willingness to pursue securities licenses as needed.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Strong written and verbal communication skills; exceptional interpersonal skills.
• Willingness to obtain securities licenses (Series 7, 66, 63, 65) as applicable.
• Advanced Microsoft Office skills required (Word, Excel, Outlook, PowerPoint).
• Detail oriented with excellent organizational and time-management abilities.
• Team player able to collaborate and multitask in a fast-paced environment.

Responsibilities

• Provide client support for FAs/PWAs/teams, cultivating relationships.
• Execute money movement transactions per client/FA/PWA requests.
• Answer non-investment client questions; relay balances and positions.
• Enter profile information and pre-fill documents per direction.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing efforts and website maintenance for FAs/PWAs/teams.
• Stay updated on policies, procedures and new platforms; participate in initiatives.
• Handle inbound/outbound calls, schedule meetings and manage calendar.

Skills

Detail oriented

Time management

Interpersonal skills

Team player

Exceptional writing

Multitasking

Adaptable

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Willingness to obtain Series 7/66/63/65 license

Tools

Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

MSOnline / eSign / eAuthorization tools

Job description

Morgan Stanley is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors on a daily basis. You will help cultivate client relationships, process money movements, and assist with onboarding clients to digital tools in a fast-paced environment.

The role requires strong written and interpersonal skills, advanced MS Office proficiency, and a willingness to pursue securities licenses as needed.