Wealth Client Services Specialist

711 MS Smith Barney, LLC; Salt Lake City (UT); On-site; USD 42,000 - 68,000; Full time

Job summary

Morgan Stanley in Salt Lake City is seeking a Client Service Associate to support Financial Advisors and teams, handling client inquiries, money movements, and documentation in a fast-paced environment.

The role emphasizes relationship-building, MS Online/eSign usage, and collaboration with FAs/PWAs. Strong organizational and MS Office skills are required, with potential licensing steps (Series 7/66/63/65) as a plus.

Qualifications

• High School Diploma/Equivalency.
• College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Knowledge/Skills Detail orientated with superior organizational skills and ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task
• Goal oriented, self-motivated and results driven

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
• 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)

Skills

Interpersonal skills

Attention to detail

Time management

Written communication

Client service

Team player

Adaptable

Multitasking

Goal oriented

Self-motivated

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66/63/65 licenses

Experience in financial services

Tools

MS Office

Job description

Morgan Stanley in Salt Lake City is seeking a Client Service Associate to support Financial Advisors and teams, handling client inquiries, money movements, and documentation in a fast-paced environment.

The role emphasizes relationship-building, MS Online/eSign usage, and collaboration with FAs/PWAs. Strong organizational and MS Office skills are required, with potential licensing steps (Series 7/66/63/65) as a plus.