Wealth Client Experience Specialist

711 MS Smith Barney, LLC; Birmingham (AL); On-site; USD 42,000 - 64,000; Full time

Job summary

Morgan Stanley in Birmingham, AL seeks a Client Service Associate to support Financial Advisors and teams, build client relationships, and handle routine requests. The role emphasizes service quality, accuracy, and timely communication.

The candidate will work on administrative tasks, data entry, and coordination of client needs, while learning firm procedures and digital tools. Strong writing and organizational skills are required.

Qualifications

• Strong interpersonal skills and client-service mindset.
• Excellent written and verbal communication.
• Ability to manage time and prioritize tasks in a fast-paced environment.

Responsibilities

• Provide service coverage for a FA/PWA/team and assist with client relationships.
• Process money movement requests and respond to non-investment questions.
• Enter profile data and prepare documents; assist with digital tools enrollment.

Skills

Interpersonal skills

MS Office proficiency

Client service excellence

Education

High School Diploma or GED

College degree preferred

Tools

MS Office Suite

Job description

Morgan Stanley in Birmingham, AL seeks a Client Service Associate to support Financial Advisors and teams, build client relationships, and handle routine requests. The role emphasizes service quality, accuracy, and timely communication.

The candidate will work on administrative tasks, data entry, and coordination of client needs, while learning firm procedures and digital tools. Strong writing and organizational skills are required.