Senior Client Services Specialist – Wealth Team

711 MS Smith Barney, LLC; Sandy Springs (GA); On-site; USD 55,000 - 85,000; Full time

Job summary

Morgan Stanley in Sandy Springs, GA seeks a Senior Registered Client Service Associate to deliver exceptional client service and support Financial Advisors daily. You will handle money movements, account inquiries, onboarding, and digital tools education, while staying current on policies and firm initiatives.

The role requires Series 7/66 or 63/65, 5+ years in the industry, and strong MS Office and communication skills in a fast-paced environment.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 required.
• At least 5 years of industry experience in client service or related roles.
• Knowledge of financial services products (equities, bonds, funds, insurance).
• Advanced MS Office skills and strong writing/interpersonal abilities.

Responsibilities

• Support Financial Advisors and teams in cultivating client relationships.
• Execute money movement transactions upon client/FA requests.
• Answer non-investment questions about accounts and balances.
• Onboard and maintain client accounts; collect required documentation.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Assist with marketing initiatives and firm-wide programs.
• Maintain knowledge of policies, procedures, and new platforms.

Skills

Client service

MS Office

Communication

Time management

Teamwork

Prioritization

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in Sandy Springs, GA seeks a Senior Registered Client Service Associate to deliver exceptional client service and support Financial Advisors daily. You will handle money movements, account inquiries, onboarding, and digital tools education, while staying current on policies and firm initiatives.

The role requires Series 7/66 or 63/65, 5+ years in the industry, and strong MS Office and communication skills in a fast-paced environment.