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Wealth Client Services Specialist

Job in Wellesley, Norfolk County, Massachusetts, 02482, USA
Listing for: 711 MS Smith Barney, LLC
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 31000 - 90000 USD Yearly USD 31000.00 90000.00 YEAR
Job Description & How to Apply Below

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and teams in Massachusetts. The role focuses on building client relationships, handling routine account tasks, and facilitating digital tool adoption.

Ideal candidates will have strong organizational and writing skills, proficiency with Microsoft Office, and the ability to work in a fast-paced environment while delivering excellent client service.

Our group is growing, and we are hiring a Wealth Client Services Specialist in Wellesley, MA, United States.

This is a great opening to take on the Wealth Client Services Specialist role at 711 MS Smith Barney, LLC.

As a Wealth Client Services Specialist, you will play an important part at 711 MS Smith Barney, LLC in Wellesley, MA, United States.

We invite applications for the Wealth Client Services Specialist position located in Wellesley, MA, United States.

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