Wealth Client Services Specialist

Morgan Stanley; San Antonio (TX); In loco; USD 45.000 - 60.000; Tempo pieno

Descrizione del lavoro

Morgan Stanley is seeking a Client Service Associate to provide exceptional client service and daily support to Financial Advisors, Private Wealth Advisors, and teams. The role focuses on building trusted client relationships, answering account questions, and assisting with digital tools adoption.

Ideal candidates will handle administrative tasks, calendar management, travel logistics, and expense processing, while aligning with firm policies and initiatives. A client-first mindset is essential.

Competenze

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

Mansioni

• Provide service coverage for a FA/PWA/team including cultivating and enhancing client relationships.
• Executing money movements as requested by client or FA/PWA
• Answering general non-investment questions about client accounts and balances
• Enter profile information or pre-fill account documentation as directed
• Educating or enrolling clients in digital tools
• Supporting marketing efforts and team business plans
• Participating in firm initiatives and trainings

Conoscenze

Client service

MS Office

Time management

Interpersonal skills

Team player

Adaptable

Formazione

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Strumenti

MSOnline

eSign

eAuthorization

Descrizione del lavoro

Morgan Stanley is seeking a Client Service Associate to provide exceptional client service and daily support to Financial Advisors, Private Wealth Advisors, and teams. The role focuses on building trusted client relationships, answering account questions, and assisting with digital tools adoption.

Ideal candidates will handle administrative tasks, calendar management, travel logistics, and expense processing, while aligning with firm policies and initiatives. A client-first mindset is essential.