Wealth Management Client Services Specialist

Morgan Stanley; United States; On-site; USD 45,000 - 70,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service. The role involves handling routine client inquiries, processing money movements, and helping clients with account documentation and digital tools.

Strong interpersonal and organizational skills are essential, as is the ability to multitask in a fast-paced environment.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Familiarity with financial services products a plus.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63/65 may be required.

Responsibilities

• Support Financial Advisors/Private Wealth Advisors and teams in client relationship management.
• Process money movements at client or advisor request.
• Answer general non-investment questions and relay account balances.
• Enter profile information and prepare client documentation.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Explain account information and investment objectives to clients.
• Assist with marketing efforts and initiatives.

Skills

Client service

Interpersonal skills

Time management

Multitasking

Team player

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Excel

Outlook

PowerPoint

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service. The role involves handling routine client inquiries, processing money movements, and helping clients with account documentation and digital tools.

Strong interpersonal and organizational skills are essential, as is the ability to multitask in a fast-paced environment.