Wealth Management Client Service Specialist

711 MS Smith Barney, LLC; Boca Raton (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to deliver exceptional client and back-office support for Financial Advisors and Private Wealth teams in the United States. The role emphasizes building trusted relationships and handling routine servicing tasks with accuracy.

Responsibilities include processing money movements, onboarding clients, educating on digital tools, and coordinating with teams to support business plans and client service models.

Qualifications

• Education and certification requirements include a high school diploma or equivalent, college degree preferred, and financial services licensing (Series 7/66 or 63/65).
• Two+ years of industry experience preferred.
• Strong knowledge of financial products and MS Office tools.

Responsibilities

• Support FA/PWA/team in cultivating and enhancing client relationships.
• Execute money movement transactions at the request of the client and/or FA/PWA/team.
• Answer general non-investment questions about client accounts, including relaying stock positions and balances.
• Enter profile information or pre-fill account documentation on client accounts in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Provide clients with details around their account information (investment objectives, risk tolerance).
• Accept or enter unsolicited and solicited orders in clerical capacity.
• Support marketing strategy (website maintenance).
• Assist FAs/PWAs/teams in delivering against business plans and client service models.
• Remain current on policies, procedures, and new platforms.
• Participate in trainings and special projects as directed.

Skills

Interpersonal skills

Time management

Detail oriented

Multitasking

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66 or 63/65 certifications

Tools

Microsoft Office Suite

Excel

PowerPoint

Job description

Morgan Stanley is seeking a Registered Client Service Associate to deliver exceptional client and back-office support for Financial Advisors and Private Wealth teams in the United States. The role emphasizes building trusted relationships and handling routine servicing tasks with accuracy.

Responsibilities include processing money movements, onboarding clients, educating on digital tools, and coordinating with teams to support business plans and client service models.