Client Experience Associate, Financial Services

711 MS Smith Barney, LLC; Douglasville (GA); On-site; USD 52,000 - 78,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support client relationships and account activities in our Georgia office. You will process requests, ensure documentation is current, and collaborate with Financial Advisors to deliver comprehensive client service.

The role emphasizes accuracy, regulatory knowledge, and proactive communication, with opportunities to participate in training and professional development. Strong MS Office skills are essential.

Qualifications

• 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.
• High School Diploma/Equivalency; College degree preferred.
• Knowledge of financial services products including equities, bonds, mutual funds, options, annuities, insurance, and managed accounts.

Responsibilities

• Cultivate and enhance client relationships through active communication and guidance.
• Onboard and maintain client accounts, collect required documentation and assess risk.
• Input client directions, discuss reinvestment options and corporate actions.
• Prepare client meetings with reports and materials; support Financial Advisors in daily tasks.
• Assist with marketing efforts and client events; stay current with policies and platforms.

Skills

Client service

Communication

Team player

Attention to detail

Time management

Education

High School Diploma

College degree

Series 7 (GS)

Series 66 (AG/RA)

Series 63 (AG)

Series 65 (RA)

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support client relationships and account activities in our Georgia office. You will process requests, ensure documentation is current, and collaborate with Financial Advisors to deliver comprehensive client service.

The role emphasizes accuracy, regulatory knowledge, and proactive communication, with opportunities to participate in training and professional development. Strong MS Office skills are essential.