Client Experience & Onboarding Specialist

Morgan Stanley; Birmingham (AL); On-site; USD 45,000 - 75,000; Full time

Job summary

Morgan Stanley in Birmingham is seeking a Registered Client Service Associate to support client relationships and onboarding, ensuring accurate processing of requests and documentation. You will collaborate with Financial Advisors to deliver the full firm capabilities to clients.

The role emphasizes strong client service, knowledge of firm policies, and proficiency with MS Office and digital platforms. Prior industry experience and licenses strengthen candidacy.

Qualifications

• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) are preferred.
• Two or more years of industry experience preferred.
• High School Diploma/Equivalency required; college degree preferred.

Responsibilities

• Cultivate and enhance client relationships through active communication and processing requests.
• Identify and assist with firm services and digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
• Confirm authorization and authenticate clients when processing requests.
• Onboard and maintain client accounts, including documentation and money movement processing.
• Input orders at the direction of clients and Financial Advisors; discuss reinvestment options.
• Prepare financial plans, client reports, and materials for client meetings.
• Review client account alerts and take appropriate actions.

Skills

Client service skills

Written communication

Interpersonal skills

Attention to detail

MS Office proficiency

Team collaboration

Adaptability

Financial services knowledge

Education

Series 7

Series 66 or 63/65

High School Diploma or equivalent

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in Birmingham is seeking a Registered Client Service Associate to support client relationships and onboarding, ensuring accurate processing of requests and documentation. You will collaborate with Financial Advisors to deliver the full firm capabilities to clients.

The role emphasizes strong client service, knowledge of firm policies, and proficiency with MS Office and digital platforms. Prior industry experience and licenses strengthen candidacy.