Wealth Management Client Services Specialist

Morgan Stanley; Charleston (SC); On-site; USD 42,000 - 54,000; Full time

Job summary

Morgan Stanley seeks a Registered Client Service Associate to deliver exceptional client service and support for Financial Advisor teams. The role builds trusted client relationships through daily interactions, handling routine account tasks, and educating clients on digital tools.

This position requires compliance with industry licenses, strong communication skills, and a client-first mindset within a fast-paced financial services environment.

Qualifications

• Knowledge of financial services products including equities, bonds, options, funds, annuities, insurance and managed accounts.
• Detail oriented with strong organizational and prioritization skills.
• Advanced MS Office skills (Word, Excel, Outlook, PowerPoint).
• Exceptional writing, interpersonal and client service skills.

Responsibilities

• Support Financial Advisor(s)/PWA(s)/teams in cultivating and enhancing client relationships.
• Execute money movement transactions per client/FA/PWA/team requests.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information and pre-fill account documents at direction of FA/PWA/team.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, collecting required information.
• Provide clients with details about their accounts (investment objectives, risk tolerance).
• Accept or enter unsolicited or solicited orders in a clerical capacity at direction of FA/PWA/team.
• Support marketing strategies and activities for FAs/PWAs/teams.
• Stay current on policies, procedures and new platforms.

Skills

Financial services knowledge

Attention to detail

Time management

Team player

Adaptable

Goal oriented

Education

Licenses: Series 7/66/63/65

Two+ years of industry experience

Tools

Microsoft Office

Job description

Morgan Stanley seeks a Registered Client Service Associate to deliver exceptional client service and support for Financial Advisor teams. The role builds trusted client relationships through daily interactions, handling routine account tasks, and educating clients on digital tools.

This position requires compliance with industry licenses, strong communication skills, and a client-first mindset within a fast-paced financial services environment.