Wealth Client Services Associate

Morgan Stanley; Atlanta (GA); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley in the United States seeks a Client Service Associate to provide exceptional client service and support Financial Advisors and Private Wealth Advisors daily. You will cultivate relationships, handle money movements, and answer non-investment questions related to client accounts.

The role includes profile entry, enrollment in digital tools, and aiding with marketing and administrative tasks while staying current on policies and platforms.

Qualifications

• High school diploma or equivalent required.
• College degree preferred; licenses may be pursued after hire.
• Willingness to obtain Series 7/66/63/65 licenses as needed.
• Strong interpersonal and client service skills essential.

Responsibilities

• Support Financial Advisors/Private Wealth Advisors and teams daily.
• Execute money movement transactions as requested.
• Answer general non-investment questions about client accounts.
• Enter profile information and pre-fill account documentation.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing efforts and client service model delivery.
• Stay current on policies, procedures and platforms.

Skills

Interpersonal skills

Strong communication

Microsoft Office

Time management

Team player

Adaptable

Detail oriented

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66/63/65 licenses (willingness to obtain)

Tools

Microsoft Office

Job description

Morgan Stanley in the United States seeks a Client Service Associate to provide exceptional client service and support Financial Advisors and Private Wealth Advisors daily. You will cultivate relationships, handle money movements, and answer non-investment questions related to client accounts.

The role includes profile entry, enrollment in digital tools, and aiding with marketing and administrative tasks while staying current on policies and platforms.