Wealth Client Support Specialist

Morgan-Stanley; San Antonio (TX); On-site; USD 42,000 - 66,000; Full time

Job summary

Morgan Stanley in the United States is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will handle client inquiries, process money moves, and help with digital tools adoption, while maintaining top-tier client service.

The role emphasizes strong communication, organization, and teamwork, with expectations to pursue needed securities licenses and contribute to business goals in a fast-paced environment.

Qualifications

• High school diploma or equivalent required.College degree preferred.
• Industry experience is a plus; willingness to obtain securities licenses (Series 7/66 or Series 63/65) is expected.
• Strong written and verbal communication skills; detail-oriented and organized.

Responsibilities

• Provide service coverage for FA/PWA/team and support client relationships.
• Execute money movement transactions per client/FA/PWA requests.
• Answer general non-investment questions about client accounts and balances.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing efforts and assist teams in delivering business plans.

Skills

Detail oriented

Organizational skills

MS Office

Writing skills

Interpersonal skills

Time management

Team player

Adaptable

Multi-tasking

Client service skills

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office

Job description

Morgan Stanley in the United States is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will handle client inquiries, process money moves, and help with digital tools adoption, while maintaining top-tier client service.

The role emphasizes strong communication, organization, and teamwork, with expectations to pursue needed securities licenses and contribute to business goals in a fast-paced environment.