Wealth Client Services Specialist

Morgan-Stanley; Scotts Valley (CA); On-site; USD 34,000 - 90,000; Full time

Job summary

Morgan Stanley's Client Service Associates provide exceptional client service and support financial advisors daily. The role centers on building trusted relationships, handling routine inquiries, and coordinating administrative tasks to keep the advisory team focused on client outcomes.

Excellent communication, organization, and MS Office proficiency are essential, with a willingness to obtain required licenses and stay updated on policies and digital tools.

Qualifications

• High school diploma or equivalent; college degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7/66/63/65 licenses.

Responsibilities

• Support the FA/PWA/team in cultivating client relationships.
• Execute money movement transactions on request.
• Answer general non-investment questions about accounts.
• Enter profile information or pre-fill documents on client accounts.
• Educate or enroll clients in digital tools.
• Support marketing and business plan delivery.
• Stay current on policies, procedures and new platforms.
• Participate in firm initiatives and special projects.

Skills

Interpersonal skills

Client service

Time management

Microsoft Office

Communication

Team collaboration

Multi-tasking

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66/63/65 licensing willingness

Tools

Microsoft Office

Job description

Morgan Stanley's Client Service Associates provide exceptional client service and support financial advisors daily. The role centers on building trusted relationships, handling routine inquiries, and coordinating administrative tasks to keep the advisory team focused on client outcomes.

Excellent communication, organization, and MS Office proficiency are essential, with a willingness to obtain required licenses and stay updated on policies and digital tools.