Wealth Client Services Specialist

Socket.dev; Pensacola (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Job summary

Morgan Stanley seeks a Client Service Associate to support Financial Advisors and Private Wealth Advisors, helping to cultivate client relationships and handle daily account-related tasks. The role emphasizes accuracy, communication, and a client-first mindset.

Responsibilities include client inquiries, scheduling, data entry, and assisting with digital tools adoption, while aligning with firm policies and training programs. Growth and team collaboration are encouraged.

Qualifications

• Must have high attention to detail and strong organizational skills.
• Proficient in Microsoft Office (Word/Excel/Outlook/PowerPoint).
• Exceptional writing, interpersonal and client service abilities.
• Strong time management and ability to multitask in a fast-paced environment.

Responsibilities

• Provide service coverage for Financial Advisor(s)/Private Wealth Advisor(s)/teams.
• Execute money movement transactions per client requests.
• Answer non-investment questions and relay account information.
• Enter profile data and pre-fill client documents.
• Educate and enroll clients in digital tools.
• Support marketing and business plan execution.
• Maintain knowledge of policies, procedures and platforms.
• Participate in training and special projects as directed.

Skills

Detail orientation

MS Office

Writing skills

Interpersonal skills

Time management

Team player

Adaptability

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Industry experience a plus

Willingness to obtain Series 7/66/63/65

Tools

MS Office Suite

Job description

Morgan Stanley seeks a Client Service Associate to support Financial Advisors and Private Wealth Advisors, helping to cultivate client relationships and handle daily account-related tasks. The role emphasizes accuracy, communication, and a client-first mindset.

Responsibilities include client inquiries, scheduling, data entry, and assisting with digital tools adoption, while aligning with firm policies and training programs. Growth and team collaboration are encouraged.