Wealth Client Services Specialist

Morgan-Stanley; Scottsdale (AZ); On-site; USD 55,000 - 75,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors/Private Wealth Advisors. The role emphasizes building trusted client relationships, onboarding and maintaining accounts, and assisting with digital tools and transactions.

The ideal candidate will have strong interpersonal skills, familiarity with financial products, and experience in a fast-paced environment.

Qualifications

• Education: High School Diploma or GED; college degree preferred.
• Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) preferred.
• Two+ years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.

Responsibilities

• Provide service coverage for a FA/PWA/team and support client relationships.
• Execute money movement transactions at client/FA/PWA/team request.
• Answer general non-investment questions about client accounts and balances.
• Onboard and maintain client accounts; collect client information and documentation.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist with marketing strategies and website maintenance.
• Maintain calendars, prepare expense reports, and support in-office tasks.
• Participate in firm initiatives and training programs.

Skills

Financial products knowledge

Client service

Communication skills

Time management

Team player

Multitasking

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7/66 or 63/65

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

PowerPoint

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors/Private Wealth Advisors. The role emphasizes building trusted client relationships, onboarding and maintaining accounts, and assisting with digital tools and transactions.

The ideal candidate will have strong interpersonal skills, familiarity with financial products, and experience in a fast-paced environment.