Wealth Management Client Services Specialist

Morgan Stanley; Boston (MA); On-site; USD 31,200 - 90,000; Full time

Job summary

A leading financial services firm in Boston seeks candidates for client support roles focusing on relationship management and administrative support. Candidates must possess a High School Diploma and demonstrate strong interpersonal and organizational skills. Responsibilities include cultivating client relationships, assisting with financial products, and supporting advisors with administrative duties. The position offers a salary range of $31,200 to $90,000 based on experience and other compensations, with the opportunity for individuals seeking further development licenses.

Qualifications

• Industry experience is a plus.
• Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).

Responsibilities

• Cultivate and enhance new and existing client relationships.
• Support the team’s marketing strategy by maintaining marketing materials.
• Perform administrative duties supporting Financial Advisors.
• Engage in training and education programs.

Skills

Strong computer skills and knowledge of Microsoft Office products

Exceptional writing and client service skills

Detail-oriented and superior organizational skills

Ability to work in a fast-paced environment

Goal-oriented and self-motivated

Education

High School Diploma/Equivalency

Job description

A leading financial services firm in Boston seeks candidates for client support roles focusing on relationship management and administrative support. Candidates must possess a High School Diploma and demonstrate strong interpersonal and organizational skills. Responsibilities include cultivating client relationships, assisting with financial products, and supporting advisors with administrative duties. The position offers a salary range of $31,200 to $90,000 based on experience and other compensations, with the opportunity for individuals seeking further development licenses.