Client Service Associate: Wealth Management Support

Morgan Stanley; Huntsville (TN); On-site; USD 42,000 - 62,000; Full time

Job summary

Morgan Stanley in the United States is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors. The role focuses on delivering exceptional service, building trusted client relationships, and acting with a client-first mindset to address everyday needs.

You will handle client inquiries, process transactions, schedule calls, manage calendars and travel, and assist with digital tools and marketing support.

Qualifications

• College degree preferred
• Industry experience is a plus
• Willingness to obtain Series 7/66 or Series 63/65 licenses

Responsibilities

• Support Financial Advisors/Private Wealth Advisors/teams with client service coverage
• Process money movement transactions per client or FA/PWA request
• Answer general client questions and relay balances
• Enter client profile information and pre-fill account documentation
• Educate clients on digital tools (MSOnline, eSign, eAuthorization)
• Support marketing efforts and website maintenance
• Assist teams in delivering against business plans and client service models

Job description

Morgan Stanley in the United States is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors. The role focuses on delivering exceptional service, building trusted client relationships, and acting with a client-first mindset to address everyday needs.

You will handle client inquiries, process transactions, schedule calls, manage calendars and travel, and assist with digital tools and marketing support.