Wealth Client Services Specialist

Morgan Stanley; Birmingham (AL); On-site; USD 40,000 - 60,000; Full time

Job summary

Morgan Stanley in Birmingham seeks a Client Service Associate to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. You will help with day-to-day client needs, transactions, and account inquiries while maintaining up-to-date knowledge of firm policies and tools.

Strong interpersonal skills, organization, and ability to multi-task in a fast-paced environment are essential, with a path toward securities licensing as needed.

Qualifications

• Detail oriented with strong organizational skills.
• Experience with MS Office and client service is a plus.
• Willingness to obtain required securities licenses.

Responsibilities

• Provide service coverage for FA/PWA/team and cultivate client relationships.
• Execute money movement transactions at client/FA/PWA request.
• Answer general non-investment questions about accounts and balances.
• Enter profile information and pre-fill account documents as directed.
• Educate clients on digital tools and enroll them where needed.
• Support marketing efforts and aid teams in executing business plans.
• Stay current on policies, procedures and new platforms.
• Participate in training, special projects and other duties.

Skills

Detail oriented

Microsoft Office

Writing

Interpersonal skills

Time management

Team player

Adaptable

Goal oriented

Fast-paced environment

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Series 7/66/63/65 willingness

Tools

Microsoft Office

Job description

Morgan Stanley in Birmingham seeks a Client Service Associate to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. You will help with day-to-day client needs, transactions, and account inquiries while maintaining up-to-date knowledge of firm policies and tools.

Strong interpersonal skills, organization, and ability to multi-task in a fast-paced environment are essential, with a path toward securities licensing as needed.