Wealth Management Client Services Specialist

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

Benefits offered by this job

Competitive benefits

Job summary

Morgan Stanley in San Francisco is seeking a Registered Client Service Associate to provide exceptional client support to Financial Advisors and Private Wealth teams. You will build trusted relationships through daily client interactions and a client-first mindset, handling routine inquiries and account updates.

Responsibilities include processing money movements, onboarding new clients, educating them on digital tools, maintaining calendars and expense reports, and supporting marketing efforts.

Qualifications

• High School Diploma or equivalent; 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.
• Excellent writing, interpersonal and client service skills; strong time management and detail orientation.

Responsibilities

• Provide service coverage for FA/PWA/team including cultivating and enhancing client relationships.
• Execute money movement transactions at the request of the client and/or FA/PWA/team.
• Enter profile information or pre-fill account documentation in a clerical capacity at the direction of the client and/or FA/PWA/team.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, including collecting client information and required documentation.
• Assist with general in-office support functions such as copying, filing and scanning documentation; prepare expense reports.

Skills

Interpersonal skills

Client service

Microsoft Office

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office Suite

Job description

Morgan Stanley in San Francisco is seeking a Registered Client Service Associate to provide exceptional client support to Financial Advisors and Private Wealth teams. You will build trusted relationships through daily client interactions and a client-first mindset, handling routine inquiries and account updates.

Responsibilities include processing money movements, onboarding new clients, educating them on digital tools, maintaining calendars and expense reports, and supporting marketing efforts.