Client Services Associate – Wealth Management Support

Morgan-Stanley; Birmingham (AL); On-site; USD 42,000 - 60,000; Full time

Job summary

Morgan Stanley in the United States seeks a Client Service Associate to deliver exceptional service to clients and support Financial Advisors. You will handle money movements, account inquiries, and profile/document preparation while maintaining accuracy.

This role requires strong interpersonal skills, attention to detail, and proficiency with MS Office. Pending licenses (Series 7/66 or 63/65) may be pursued after onboarding; team-oriented culture and growth opportunities are highlighted.

Qualifications

• High school diploma required; college degree preferred.
• Willingness to obtain Series 7, Series 66, or Series 63/65 and Series 65 licenses if applicable.
• Strong organizational, writing and client-service skills.
• Excellent communication and teamwork abilities.

Responsibilities

• Provide client support for FA/PWA/team, including new/existing client relationships and money movements.
• Answer general non-investment questions and relay account information.
• Enter profile data and pre-fill account docs in clerical capacity.
• Educate/enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist with marketing efforts and website maintenance for advisory teams.
• Schedule meetings, manage calendars, and coordinate travel/expense processes.
• Provide in-office support: copying, filing, scanning documents.

Skills

Detail oriented

Interpersonal skills

Time management

Team player

Multi-tasking

Client service

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office

Job description

Morgan Stanley in the United States seeks a Client Service Associate to deliver exceptional service to clients and support Financial Advisors. You will handle money movements, account inquiries, and profile/document preparation while maintaining accuracy.

This role requires strong interpersonal skills, attention to detail, and proficiency with MS Office. Pending licenses (Series 7/66 or 63/65) may be pursued after onboarding; team-oriented culture and growth opportunities are highlighted.