Wealth Management Client Services Lead

711 MS Smith Barney, LLC; San Francisco (CA); On-site; USD 94,000 - 105,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to support Wealth Management teams and Financial Advisors in delivering exceptional client experiences. You will handle client relationship activities, assist with digital and event-based marketing, and help prepare client reports and financial plans using approved systems.

The role requires strong interpersonal skills, attention to detail, and the ability to work in a fast-paced environment.

Qualifications

• Bachelor-level education or professional certification preferred.
• Minimum 5+ years of work experience in a related field.
• Active Series 7 and Series 66 or Series 63 and Series 65 registrations required or as applicable.

Responsibilities

• Cultivate relationships with business partners and colleagues; deliver exceptional client experience.
• Support FAs/PWAs/teams in client service, meetings preparation, and follow-ups.
• Assist with administrative elements of digital and in-person marketing strategies including conferences, seminars, webinars, websites and email connectivity.
• Prepare and review client reports or financial plans from firm-approved systems for current or prospective clients.
• Participate in firm initiatives, training, and special projects as directed by local management.

Skills

Strong leadership

Financial services product knowledge

MS Office / Excel

Attention to detail

Written and interpersonal skills

Time management

Team player

Adaptability / multi-tasking

Results oriented

Education

Four-year college degree or professional certification

Tools

MS Excel

Job description

Morgan Stanley is seeking a Client Service Associate to support Wealth Management teams and Financial Advisors in delivering exceptional client experiences. You will handle client relationship activities, assist with digital and event-based marketing, and help prepare client reports and financial plans using approved systems.

The role requires strong interpersonal skills, attention to detail, and the ability to work in a fast-paced environment.