Wealth Management Client Service Specialist

Morgan Stanley; Boston (MA); On-site; USD 55,000 - 70,000; Full time

Job summary

A leading financial firm is looking for a Client Service Associate in Boston to enhance client relationships and support financial services. The ideal candidate will have several years in the industry, strong communication skills, and a deep understanding of financial products. This full-time role offers comprehensive training and a supportive work environment, ensuring high standards of client care.

Qualifications

• Two or more years of industry experience preferred.
• Strong industry, product, and branch procedures knowledge.
• Detail oriented with superior organizational skills.

Responsibilities

• Cultivate and enhance client relationships through active support.
• Assist with onboarding and maintaining client accounts.
• Prepare client reports and financial plans.

Skills

Client relationship management

Financial products knowledge

Writing and interpersonal skills

Organizational skills

Knowledge of Microsoft Office

Education

High School Diploma/Equivalency

Active Series 7, 66, or equivalent

Job description

A leading financial firm is looking for a Client Service Associate in Boston to enhance client relationships and support financial services. The ideal candidate will have several years in the industry, strong communication skills, and a deep understanding of financial products. This full-time role offers comprehensive training and a supportive work environment, ensuring high standards of client care.