Wealth Management Client Services Specialist

PowerToFly; San Francisco (CA); On-site; USD 35,152 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Client Support professional in California to cultivate client relationships, process requests, and provide guidance on banking products and digital offerings.

You will onboard clients, verify information, and coordinate with Financial Advisors to prepare plans and reports. Strong communication, organizational, and Microsoft Office skills are essential for success in a fast-paced financial environment.

Qualifications

• Two or more years of industry experience preferred.
• High School Diploma/Equivalency.
• College degree preferred.

Responsibilities

• Cultivate and enhance client relationships through active communication and documentation.
• Identify and assist with banking products and secure digital offerings for clients.
• Confirm authorization and authenticate clients during requests.
• Onboard and maintain client accounts, collect documentation, assess risk, and process money movements.
• Input client orders and discuss reinvestment options with Financial Advisors.
• Prepare financial plans, client reports, and materials for client meetings.
• Review and act on client account alerts.
• Partner with Financial Advisors to develop business plans and client service models.
• Support marketing strategies by maintaining materials and planning client events and seminars.
• Participate in training and firm initiatives directed by local management.

Skills

Client relationships

Written communication

Organizational skills

Microsoft Office

Team player

Financial products knowledge

Education

High School Diploma

College degree preferred

Willingness to obtain Series 7/66/63/65

Tools

Microsoft Office Suite

Job description

Morgan Stanley is seeking a Client Support professional in California to cultivate client relationships, process requests, and provide guidance on banking products and digital offerings.

You will onboard clients, verify information, and coordinate with Financial Advisors to prepare plans and reports. Strong communication, organizational, and Microsoft Office skills are essential for success in a fast-paced financial environment.