Wealth Client Services Specialist

Morgan-Stanley; Atlanta (GA); On-site; USD 33,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Health Savings Account

401(k)

Paid time off

10 holidays

Job summary

Morgan Stanley in the United States is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing transactions, and maintaining accounts. The role emphasizes a client-first mindset and strong interpersonal skills.

The candidate will manage profile data, educate clients on digital tools, onboard new accounts, and assist teams with marketing and service delivery while staying current on policies and procedures.

Qualifications

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

Responsibilities

• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and/or FA/PWA/team
• Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
• Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
• Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
• Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance)
• Assist FAs / PWAs/ teams in delivering against their business plan and client service model
• Remaining current on all policies, procedures, and new platforms
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

Skills

Relationship building

Interpersonal skills

Microsoft Office

Client service

Time management

Team player

Education

High School Diploma/Equivalency

College degree preferred

Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Two or more years of industry experience

Tools

MS Office Suite

Job description

Morgan Stanley in the United States is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing transactions, and maintaining accounts. The role emphasizes a client-first mindset and strong interpersonal skills.

The candidate will manage profile data, educate clients on digital tools, onboard new accounts, and assist teams with marketing and service delivery while staying current on policies and procedures.