Wealth Management Client Service Specialist

Morgan Stanley; Washington; On-site; USD 33,000 - 85,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

HSA

Dependent care savings

Life insurance

Disability insurance

Paid time off

401(k)

Job summary

Morgan Stanley in United States (Washington) seeks a Client Service Associate to support Financial Advisors and Private Wealth Advisors in daily client service and administrative tasks.

The role involves processing money movements, managing client inquiries, and helping with account documentation, digital tools, and marketing support. Strong communication and organizational skills are essential for success.

Qualifications

• High school diploma or equivalent; college degree preferred.
• Industry experience is a plus for client service roles.
• Willingness to obtain securities licenses (e.g., Series 7/66/63/65).
• Strong organizational and writing skills; able to prioritize.

Responsibilities

• Provide service coverage for FAs/PWAs/teams and manage client relationships.
• Process money movements and respond to non-investment questions.
• Enter client profile data and assist with account paperwork.
• Educate clients on digital tools and support marketing efforts.

Skills

Client service

Interpersonal skills

Communication

Time management

Attention to detail

Team player

Adaptability

Scheduling

Research and problem solving

Education

High School Diploma

College degree preferred

Industry experience is a plus

Series 7/66/63/65 willingness

Tools

MS Office

Excel

PowerPoint

Outlook

Job description

Morgan Stanley in United States (Washington) seeks a Client Service Associate to support Financial Advisors and Private Wealth Advisors in daily client service and administrative tasks.

The role involves processing money movements, managing client inquiries, and helping with account documentation, digital tools, and marketing support. Strong communication and organizational skills are essential for success.