Wealth Management Client Services Associate

711 MS Smith Barney, LLC; Washington (District of Columbia); On-site; USD 33,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Job summary

Morgan Stanley is hiring a Registered Client Service Associate in Washington, DC to support Financial Advisors and client relationships. The role involves processing money movements, handling client inquiries, onboarding accounts, and educating clients on digital tools.

Strong interpersonal skills and knowledge of financial products are essential. The position emphasizes accuracy, multitasking, and collaboration within a fast-paced environment, with a comprehensive benefits package and incentive

Qualifications

• High School Diploma or equivalent required
• College degree preferred
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) preferred; 2+ years industry experience preferred

Responsibilities

• Support Financial Advisors/Private Wealth Advisors/teams in cultivating client relationships
• Execute money movements on request
• Answer general client questions and relay account information
• Enter profile information and pre-fill account docs
• Educate/enroll clients in digital tools
• Onboard and maintain client accounts
• Provide clients with account details (objectives, risk tolerance)
• Enter unsolicited or solicited orders per guidance
• Support marketing efforts and business plans
• Stay updated on policies and platforms
• Participate in training and special projects

Skills

Financial products

Detail oriented

MS Office

Writing & communication

Time management

Team player

Multitasking

Goal oriented

Education

High School Diploma

College degree preferred

Series 7

Series 66/63/65

2+ years experience

Tools

MS Office Suite

Job description

Morgan Stanley is hiring a Registered Client Service Associate in Washington, DC to support Financial Advisors and client relationships. The role involves processing money movements, handling client inquiries, onboarding accounts, and educating clients on digital tools.

Strong interpersonal skills and knowledge of financial products are essential. The position emphasizes accuracy, multitasking, and collaboration within a fast-paced environment, with a comprehensive benefits package and incentive