Wealth Management Client Services Specialist

Morgan-Stanley; West Conshohocken (PA); On-site; USD 52,000 - 72,000; Full time

Job summary

Morgan Stanley in Pennsylvania is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in daily client service activities. You will help build trusted relationships by answering questions, processing transactions, and guiding clients through onboarding and digital tools.

You'll manage calendars, coordinate meetings, prepare expense reports, and assist with client communications.

Qualifications

• High School Diploma required; college degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses.
• Strong knowledge of financial services products and client services.
• Detail oriented with strong organization and prioritization skills.
• Excellent writing and interpersonal skills.
• Proficient in MS Office Suite (Word, Excel, Outlook, PowerPoint).

Responsibilities

• Provide service coverage for FAs/PWAs/teams and support client relationships.
• Execute money movement transactions on request.
• Answer general client questions and relay account balances.
• Enter profile information and prep client documents.
• Educate clients on digital tools and onboarding.
• Manage calendars, travel, and expense reports.
• Assist with marketing efforts and adherence to policies.

Skills

Interpersonal skills

Time management

Written communication

Detail orientation

Team player

Adaptability

Multitasking

Client service

Microsoft Office

Education

High School Diploma/Equivalency

Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Tools

Microsoft Office

Job description

Morgan Stanley in Pennsylvania is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in daily client service activities. You will help build trusted relationships by answering questions, processing transactions, and guiding clients through onboarding and digital tools.

You'll manage calendars, coordinate meetings, prepare expense reports, and assist with client communications.