Financial Client Services Associate

Morgan Stanley; Atlanta (GA); On-site; USD 42,000 - 62,000; Full time

Job summary

Morgan Stanley seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You’ll build trusted client relationships, handle account inquiries, process transactions, and onboard clients with required documentation.

You will educate clients on digital tools, maintain accounts, and assist with marketing and team initiatives in a fast-paced environment. College degree preferred; relevant licenses valued.

Qualifications

• College degree preferred; active securities licenses highly valued.
• Knowledge of financial services products including equities, bonds, funds, annuities, and insurance.
• Strong detail orientation with organization and prioritization.
• Exceptional writing, interpersonal and client service skills.
• Team player able to collaborate and adapt in a fast-paced environment.

Responsibilities

• Support Financial Advisors and teams in cultivating and maintaining client relationships.
• Execute money movement transactions as requested by clients or advisors.
• Answer non-investment questions about accounts and relay positions and balances.
• Enter profile information and prepare client documentation as directed.
• Educate or enroll clients in digital tools like MSOnline, eSign, and eAuthorization.
• Onboard and maintain client accounts, collecting required information and documents.
• Provide clients with detailed account information and investment objectives.
• Enter unsolicited or solicited orders in a clerical capacity as directed.
• Assist with marketing efforts and website maintenance for advisor teams.
• Keep current on policies, procedures, and new platforms; participate in trainings and projects.

Skills

Interpersonal skills

Detail oriented

Written communication

Multitasking

Client relationship

Education

College degree preferred

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

Tools

Microsoft Office

Job description

Morgan Stanley seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You’ll build trusted client relationships, handle account inquiries, process transactions, and onboard clients with required documentation.

You will educate clients on digital tools, maintain accounts, and assist with marketing and team initiatives in a fast-paced environment. College degree preferred; relevant licenses valued.