Client Services Specialist - Wealth Management

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

Job summary

Morgan Stanley in Huntsville, AL seeks a Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will help build client relationships, handle routine inquiries, process money movements, and assist with account documentation and digital tool enrollment.

This role requires excellent communication, superior organization, and the ability to work in a fast-paced environment. You will participate in firm initiatives and collaborate with teams to deliver exceptional

Qualifications

• Detail oriented with superior organizational skills.
• Excellent writing, interpersonal and client service skills.
• Strong time management skills.
• Team player with ability to collaborate.
• Ability to work in a fast-paced environment.
• Adaptable and multi-tasking capabilities.
• Goal oriented and self-motivated.

Responsibilities

• Supporting 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
• Entering profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance)
• Assist 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
• Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls)
• Managing the calendar including coordinating meetings or events with logistics
• Maintaining travel itineraries, preparing expense reports and reimbursement
• Assisting with general in-office support functions such as copying, filing and scanning
• Preparing and submitting expense reports for processing at the direction of the FA/PWA

Skills

Interpersonal skills

Time management

Team player

Adaptable

Goal oriented

Client service mindset

Education

High School Diploma/Equivalency

College degree preferred

Licensing pursuit willingness (Series 7/66/63/65)

Tools

Microsoft Office

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Microsoft Word

Job description

Morgan Stanley in Huntsville, AL seeks a Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will help build client relationships, handle routine inquiries, process money movements, and assist with account documentation and digital tool enrollment.

This role requires excellent communication, superior organization, and the ability to work in a fast-paced environment. You will participate in firm initiatives and collaborate with teams to deliver exceptional