Wealth Client Services Associate

Morgan Stanley; Huntsville (AL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Employee benefits

Job summary

Morgan Stanley in Huntsville, AL is seeking a Client Service Associate to provide high‑quality support to Financial Advisors and their teams. You will help cultivate client relationships, process money movements, answer non‑investment questions, and maintain accurate account documentation while prioritizing accuracy and client service.

Strong MS Office skills, excellent written and verbal communication, and the ability to multitask in a fast‑paced environment are essential.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• Industry experience is a plus and willingness to obtain licenses.

Responsibilities

• Support Financial Advisors/teams and cultivate client relationships.
• Execute money movement transactions and relay account information.
• Answer general questions about client accounts and balances.
• Enter profile information and pre-fill account documentation.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing strategies and website maintenance.
• Deliver against business plans and client service models.
• Stay updated on policies and new platforms.
• Participate in training and local initiatives.
• Answer inbound calls and coordinate follow‑ups.

Skills

Detail‑oriented

Advanced MS Office

Written communication

Time management

Team player

Multitasking

Fast paced environment

Education

High School Diploma/Equivalency

College degree preferred

Industry experience a plus

Tools

MS Office

Job description

Morgan Stanley in Huntsville, AL is seeking a Client Service Associate to provide high‑quality support to Financial Advisors and their teams. You will help cultivate client relationships, process money movements, answer non‑investment questions, and maintain accurate account documentation while prioritizing accuracy and client service.

Strong MS Office skills, excellent written and verbal communication, and the ability to multitask in a fast‑paced environment are essential.