Wealth Client Services Specialist

711 MS Smith Barney, LLC; Wellesley (MA); On-site; USD 31,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and teams in Massachusetts. The role focuses on building client relationships, handling routine account tasks, and facilitating digital tool adoption.

Ideal candidates will have strong organizational and writing skills, proficiency with Microsoft Office, and the ability to work in a fast-paced environment while delivering excellent client service.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• Industry experience is a plus within financial services.
• Candidate should be detail oriented with strong organizational skills.

Responsibilities

• Support Financial Advisors, Private Wealth Advisors, or teams in cultivating and enhancing client relationships.
• Execute money movement transactions as requested by clients or advisors.
• Answer general non-investment questions about client accounts and relay account balances.
• Enter profile information or prep account documents per advisor direction.
• Educate or enroll clients in digital tools like MSOnline, eSign, eAuthorization.
• Support marketing strategies, including website maintenance and client outreach.
• Assist teams in delivering against business plans and client service models.
• Stay current on firm policies, procedures and new platforms.

Skills

Detail oriented

Microsoft Office

Writing

Interpersonal skills

Time management

Team player

Adaptable

Multi-task

Goal oriented

Self-motivated

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and teams in Massachusetts. The role focuses on building client relationships, handling routine account tasks, and facilitating digital tool adoption.

Ideal candidates will have strong organizational and writing skills, proficiency with Microsoft Office, and the ability to work in a fast-paced environment while delivering excellent client service.