Wealth Client Services Specialist

711 MS Smith Barney, LLC; Washington (District of Columbia); On-site; USD 33,000 - 85,000; Full time

Benefits offered by this job

Medical

Prescription Drug

Dental

Vision

Health Savings Account

Life Insurance

Disability

401(k)

Paid Time Off

10 Paid Holidays

Job summary

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors, PWAs, and teams with client relationships, account tasks, and marketing support. The role emphasizes client-first service, accuracy, and teamwork in a fast-paced environment.

Typical duties include handling money movements, updating client profiles, and assisting with digital tools enrollment, while staying current with policies and procedures and contributing to firm initiatives.

Qualifications

• Detail oriented with strong organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Exceptional writing, interpersonal and client service skills.

Responsibilities

• Provide service coverage for a FA/PWA/team including cultivating and enhancing new and existing client relationships.
• Execute money movement transactions at the request of the client and/or FA/PWA.
• Answer general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances.

Skills

Interpersonal skills

MS Office

Time management

Detail oriented

Client service

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66/63/65 eligibility

Tools

MS Office Suite

Calendar management

Phone etiquette

Job description

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors, PWAs, and teams with client relationships, account tasks, and marketing support. The role emphasizes client-first service, accuracy, and teamwork in a fast-paced environment.

Typical duties include handling money movements, updating client profiles, and assisting with digital tools enrollment, while staying current with policies and procedures and contributing to firm initiatives.