Client Service Associate

Morgan Stanley; Huntsville (AL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Employee benefits

Job summary

Morgan Stanley in Huntsville, AL is seeking a Client Service Associate to provide high‑quality support to Financial Advisors and their teams. You will help cultivate client relationships, process money movements, answer non‑investment questions, and maintain accurate account documentation while prioritizing accuracy and client service.

Strong MS Office skills, excellent written and verbal communication, and the ability to multitask in a fast‑paced environment are essential.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• Industry experience is a plus and willingness to obtain licenses.

Responsibilities

• Support Financial Advisors/teams and cultivate client relationships.
• Execute money movement transactions and relay account information.
• Answer general questions about client accounts and balances.
• Enter profile information and pre-fill account documentation.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing strategies and website maintenance.
• Deliver against business plans and client service models.
• Stay updated on policies and new platforms.
• Participate in training and local initiatives.
• Answer inbound calls and coordinate follow‑ups.

Skills

Detail‑oriented

Advanced MS Office

Written communication

Time management

Team player

Multitasking

Fast paced environment

Education

High School Diploma/Equivalency

College degree preferred

Industry experience a plus

Tools

MS Office

Job description

Position Summary

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client‑first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

Duties and Responsibilities

Client Support

• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and/or FA/PWA
• Answering general non‑investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
• Entering profile information or pre‑filling account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
• Educating or enrolling clients in digital tools (MSOnline, eSign, eAuthorization)
• Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance)
• Assisting FAs/PWAs/teams in delivering against their business plan and client service model
• Remaining current on all policies, procedures and new platforms
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

Administrative Support

• Answering inbound phone calls or making outbound calls (e.g., scheduling follow‑up calls with FAs/PWAs/teams as needed)
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
• Assisting with general in‑office support functions such as copying, filing and scanning documentation
• Preparing and submitting expense reports for processing at the direction of the FA/PWA

Education, Experience, Knowledge, and Skills

Education and/or Experience

• High School Diploma/Equivalency
• College degree preferred
• Industry experience is a plus
• Willingness to obtain Series7 (GS), and Series66 (AG/RA) or Series63 (AG) and Series65 (RA)

Knowledge/Skills

• Detail‑oriented with superior organizational skills and ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Exceptional writing, interpersonal and client service skills
• Strong time‑management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast‑paced, evolving environment
• Adaptable and ability to multi‑task
• Goal oriented, self‑motivated and results driven

Reports To

Business Service Officer

Benefits

We offer comprehensive employee benefits and perks.

Equal Opportunity Statement

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross‑section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.