Wealth Client Services Specialist

711 MS Smith Barney, LLC; San Francisco (CA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors in daily client service activities. The role emphasizes building trusted client relationships, onboarding new clients, processing requests, and maintaining documentation with a client-first mindset.

The ideal candidate will have strong communication, writing, and organizational skills, plus experience with banking products and digital platforms like Morgan Stanley Online and Morgan

Qualifications

• Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.
• High School Diploma/Equivalency; college degree preferred.

Responsibilities

• Cultivate and enhance client relationships through active communication.
• Process client requests and resolve inquiries; provide guidance.
• Onboard and maintain client accounts, including gathering documentation and assessing risk.
• Input client orders and discuss reinvestment options with Financial Advisors.
• Prepare financial plans and client reports for meetings.

Skills

Interpersonal skills

Client service

Written communication

Organization

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66/63/65 licensing willingness

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors in daily client service activities. The role emphasizes building trusted client relationships, onboarding new clients, processing requests, and maintaining documentation with a client-first mindset.

The ideal candidate will have strong communication, writing, and organizational skills, plus experience with banking products and digital platforms like Morgan Stanley Online and Morgan