Wealth Client Support Specialist

Morgan-Stanley; Charleston (SC); On-site; USD 42,000 - 62,000; Full time

Job summary

Morgan Stanley in Charleston, SC is seeking a Registered Client Service Associate to support Financial Advisors and teams. You will help manage client relationships, process money movements, and respond to routine account questions.

The role requires strong written and interpersonal skills, advanced MS Office, and the ability to multitask in a fast-paced environment. Series 7/66/63/65 licenses preferred; on-the-job training and a comprehensive benefits package are offered.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 preferred.
• Two+ years of industry experience preferred.
• Knowledge of financial products including equities, bonds, funds and insurance.
• Strong written, interpersonal and client service skills.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).

Responsibilities

• Provide client support for FA/PWA/team and cultivate relationships.
• Execute money movement transactions upon request.
• Answer non-investment questions about accounts and balances.
• Enter profile data and pre-fill documents in a clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts; collect required information.
• Explain account information (objectives, risk tolerance) to clients.
• Enter unsolicited or solicited orders in a clerical capacity.
• Support marketing efforts and website maintenance.
• Assist with delivering the business plan and client service model.
• Stay current on policies, procedures and new platforms.

Skills

Financial services knowledge

MS Office proficiency

Interpersonal skills

Written communication

Time management

Team collaboration

Multitasking

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Excel

PowerPoint

Job description

Morgan Stanley in Charleston, SC is seeking a Registered Client Service Associate to support Financial Advisors and teams. You will help manage client relationships, process money movements, and respond to routine account questions.

The role requires strong written and interpersonal skills, advanced MS Office, and the ability to multitask in a fast-paced environment. Series 7/66/63/65 licenses preferred; on-the-job training and a comprehensive benefits package are offered.