Client Services & Onboarding Specialist

Morgan-Stanley; Birmingham (AL); On-site; USD 52,000 - 70,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to help modernize client experiences and support growth through deep knowledge of firm capabilities. The role emphasizes delivering exceptional service, on-boarding clients, and managing documentation while coordinating with Financial Advisors.

Ideal candidates bring Series 7/66 licenses, strong client-service skills, and the ability to work in a fast-paced environment with a focus on accuracy and relationship building.

Qualifications

• Active Series 7/66 (and 63/65) licenses required or in progress.
• Two or more years of industry experience preferred.
• Strong writing, interpersonal and client service skills.
• Detail oriented with excellent organizational abilities.

Responsibilities

• Cultivate and enhance client relationships through proactive communication and guidance.
• Onboard and maintain client accounts, collect documentation, process money movements and estate needs.
• Input client orders and discuss reinvestment options with Advisors as directed.
• Prepare client reports and materials for meetings; support marketing and client events.
• Assist Financial Advisors in day-to-day tasks and coordinate meetings and travel.

Skills

Series 7/66/63/65 licensing

Client service

Communications

Microsoft Office

Attention to detail

Education

High School Diploma

Bachelor's degree preferred

Tools

Salesforce/CRM systems

Morgan Stanley proprietary systems

Job description

Morgan Stanley is seeking a Registered Client Service Associate to help modernize client experiences and support growth through deep knowledge of firm capabilities. The role emphasizes delivering exceptional service, on-boarding clients, and managing documentation while coordinating with Financial Advisors.

Ideal candidates bring Series 7/66 licenses, strong client-service skills, and the ability to work in a fast-paced environment with a focus on accuracy and relationship building.