Wealth Management Client Services Specialist

Morgan Stanley; Maryland; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision benefits

401(k)

Paid time off

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors, Private Wealth Advisors and teams in Maryland. You will help build client relationships, handle routine transactions and service requests, and educate clients on digital tools.

The role requires strong interpersonal and organizational skills, proficiency with MS Office, and a client-first mindset. The position offers comprehensive benefits and career growth within a leading global financial services

Qualifications

• College degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Detail oriented with superior organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Exceptional writing, interpersonal and client service skills.
• Team player with the ability to collaborate with others.
• Ability to work in a fast-paced, evolving environment.
• Adaptable and ability to multitask.
• Goal oriented, self-motivated and results driven.

Responsibilities

• Provide service coverage for a FA/PWA/team and support client relationships.
• Execute money movement transactions at client/faculty request.
• Answer general non-investment questions and relay account balances.
• Enter profile information or pre-fill account documentation clerically.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts and collect required documentation.
• Provide clients with details around account information and objectives.
• Accept or enter unsolicited or solicited orders in a clerical capacity.
• Support FAs/PWAs/teams' marketing and business plans.
• Remain current on policies, procedures and new platforms.
• Participate in firm initiatives and projects.

Skills

Interpersonal skills

Client service skills

Writing & communication

Team player

Multitasking

Goal oriented

Attention to detail

MS Office proficiency

Education

College degree preferred

Series 7 (GS)

Series 66 (AG/RA) or Series 63/65 (AG/RA)

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors, Private Wealth Advisors and teams in Maryland. You will help build client relationships, handle routine transactions and service requests, and educate clients on digital tools.

The role requires strong interpersonal and organizational skills, proficiency with MS Office, and a client-first mindset. The position offers comprehensive benefits and career growth within a leading global financial services