Wealth Management Client Services Specialist

711 MS Smith Barney, LLC; Golden Glades (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley in the United States seeks a Registered Client Service Associate to support Financial Advisors and private wealth teams. You will build trusted client relationships, manage basic account inquiries, and facilitate transactions. The role requires Spanish fluency, strong MS Office skills, and a client-first mindset.

It offers exposure to a broad client base and collaboration with experienced professionals in a fast-paced environment. Applicants must be eligible to work in the U.S.

Qualifications

• High school diploma required; college degree preferred.
• Two+ years of industry experience preferred.
• Fluent in Spanish and strong MS Office skills at advanced level.

Responsibilities

• Provide client support for Financial Advisors/ PWAs/teams, including gathering information and executing basic transactions.
• Answer inbound inquiries and maintain client account details with accuracy.
• Support marketing and client service initiatives and maintain up-to-date knowledge of policies and platforms.

Skills

Fluent in Spanish

MS Office

Interpersonal skills

Time management

Team player

Education

High School Diploma or GED

College degree preferred

Tools

Microsoft Excel

PowerPoint

Word

Outlook

Job description

Morgan Stanley in the United States seeks a Registered Client Service Associate to support Financial Advisors and private wealth teams. You will build trusted client relationships, manage basic account inquiries, and facilitate transactions. The role requires Spanish fluency, strong MS Office skills, and a client-first mindset.

It offers exposure to a broad client base and collaboration with experienced professionals in a fast-paced environment. Applicants must be eligible to work in the U.S.