Wealth Client Services Specialist

Socket.dev; Raleigh (NC); On-site; USD 52,000 - 76,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors on a daily basis. The role focuses on cultivating client relationships, processing transactions, and maintaining accurate account information.

Key responsibilities include onboarding clients, educating them on digital tools, handling administrative duties, and supporting team marketing efforts.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active Series 7 and 66 (AG/RA) or Series 63 and 65 (AG) licenses required.
• Two or more years of industry experience preferred.

Responsibilities

• Provide service coverage for a FA/PWA/team including cultivating and enhancing client relationships.
• Execute money movement transactions at client/FA/PWA/team request.
• Answer general non-investment questions and relay account information (balances, positions).
• Enter profile information or pre-fill account documentation as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Provide clients with details around investment objectives and risk tolerance.
• Assist with marketing strategy and company initiatives as directed.

Skills

Client service

Interpersonal skills

MS Office

Time management

Team player

Multitasking

Written communication

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 & 66 or Series 63 & 65 licenses

2+ years industry experience preferred

Tools

Microsoft Office Suite

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors on a daily basis. The role focuses on cultivating client relationships, processing transactions, and maintaining accurate account information.

Key responsibilities include onboarding clients, educating them on digital tools, handling administrative duties, and supporting team marketing efforts.