Wealth Management Client Service Specialist

711 MS Smith Barney, LLC

Seattle (WA)

On-site

USD 36,000 - 85,000

Full time

11 days ago

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Job summary

Morgan Stanley is seeking a Client Support professional in the United States, Seattle area, to strengthen client relationships and support daily financial activities. You will process requests, onboard clients, and assist with banking products and digital platforms while maintaining documentation and compliance.

The role emphasizes strong writing, client service, and collaboration with Financial Advisors. Training and access to firm resources are provided as part of ongoing professional

Qualifications

Willingness to obtain Series 7, 66, 63, and 65 licenses.
Two or more years of industry experience preferred.
High School Diploma or equivalent; college degree preferred.

Responsibilities

Cultivate and enhance client relationships through active communication and handling inquiries.
Identify and assist with Firm services and digital offerings for clients.
Confirm authentication and authorization when processing requests.
Onboard and maintain client accounts, collect information, assess risk, process money movements.
Input client orders and discuss reinvestment options with Advisors.
Prepare financial plans and client meeting materials.

Skills

Strong writing

Client service

Interpersonal skills

MS Office

Detail oriented

Organizational skills

Time management

Team player

Financial services knowledge

Education

Series 7

Series 66

Series 63

Series 65

High School Diploma or GED

Job description

The role emphasizes strong writing, client service, and collaboration with Financial Advisors. Training and access to firm resources are provided as part of ongoing professional

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