Client Services Associate for Wealth Management

Morgan Stanley; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

Morgan Stanley in Atlanta seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will build trusted client relationships, handle routine inquiries, and assist with onboarding, documentation, and digital tools adoption.

The role emphasizes client-first service, accuracy with account details, and collaboration with teams on business plans. Strong communication, organizational skills, and familiarity with MS Office and financial products are

Qualifications

• College degree preferred.
• 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.
• Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• 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.
• Team player with the ability to collaborate with others.
• Ability to work in a fast-paced, evolving environment.
• Adaptable and ability to multitask.
• Goal oriented, self-motivated and results driven.

Responsibilities

• Provide service coverage for a FA/PWA/team including onboarding and support.
• Execute money movement transactions on request.
• Answer general non-investment questions about client accounts.
• Enter profile information and pre-fill account documentation.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, collecting client information.
• Provide clients with details around their account information (investment objectives, risk tolerance).
• Enter unsolicited or solicited orders in a clerical capacity.
• Support FAs/PWAs/teams’ marketing strategy and website maintenance.
• Assist teams in delivering against their business plan and client service model.
• Stay current on policies and new platforms.
• Participate in training and other projects.

Skills

Client service

Interpersonal skills

Multitasking

Organizational skills

Microsoft Office

Financial products knowledge

Education

College degree preferred

Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Two+ years industry experience

Tools

Microsoft Office Suite

Job description

Morgan Stanley in Atlanta seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will build trusted client relationships, handle routine inquiries, and assist with onboarding, documentation, and digital tools adoption.

The role emphasizes client-first service, accuracy with account details, and collaboration with teams on business plans. Strong communication, organizational skills, and familiarity with MS Office and financial products are