Wealth Client Experience Associate

Socket.dev; Birmingham (AL); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley in Birmingham, AL, seeks a Registered Client Service Associate to support client relationships and service delivery. You will work with Financial Advisors to onboard clients, process requests, and monitor accounts in a fast-paced environment.

Responsibilities include communicating with clients, processing money movements, preparing reports, and supporting marketing initiatives. A Series 7/66 or 63/65 license and relevant experience are preferred.

Qualifications

• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.
• High School Diploma/Equivalency; college degree preferred.

Responsibilities

• Cultivate and enhance client relationships through active communication and responsive service.
• Identify firm services that support client needs, including digital offerings.
• Onboard and maintain client accounts, collect information, and process money movements.
• Prepare financial plans, client reports, and materials for meetings.
• Support Marketing initiatives and collaborate with Financial Advisors.

Skills

Client service

Communication

Organizational skills

MS Office

Teamwork

Adaptability

Goal orientation

Financial products knowledge

Education

Series 7/66/63/65 licenses

High School Diploma

College degree preferred

Tools

Morgan Stanley Online

Morgan Stanley Mobile

Job description

Morgan Stanley in Birmingham, AL, seeks a Registered Client Service Associate to support client relationships and service delivery. You will work with Financial Advisors to onboard clients, process requests, and monitor accounts in a fast-paced environment.

Responsibilities include communicating with clients, processing money movements, preparing reports, and supporting marketing initiatives. A Series 7/66 or 63/65 license and relevant experience are preferred.