Wealth Client Services Specialist

711 MS Smith Barney, LLC; Phoenix (AZ); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors, Private Wealth Advisors, and teams daily. You will help cultivate trusted relationships, answer non‑investment questions, and relay account information with a client‑first mindset.

In this role you’ll handle administrative tasks, document preparation, and digital tool enrollment, while assisting with marketing efforts and ongoing policy updates.

Qualifications

• Detail oriented with superior organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Exceptional writing, interpersonal, and client service skills.

Responsibilities

• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships.
• Executing money movement transactions at the request of the client and/or FA/PWA.
• Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances.
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA.
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization).
• Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance).
• Assist FAs/PWAs/teams in delivering against their business plan and client service model.
• Remaining current on all policies, procedures and new platforms.
• Participating in firm initiatives (e.g., training or education programs), special projects, and/or other duties directed by local management.

Skills

Detail oriented

Advanced MS Office

Interpersonal skills

Time management

Team player

Education

High School Diploma

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors, Private Wealth Advisors, and teams daily. You will help cultivate trusted relationships, answer non‑investment questions, and relay account information with a client‑first mindset.

In this role you’ll handle administrative tasks, document preparation, and digital tool enrollment, while assisting with marketing efforts and ongoing policy updates.