Wealth Client Services Specialist

Morgan-Stanley; Birmingham (AL); On-site; USD 42,000 - 65,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate in Birmingham, AL to provide frontline client support to Financial Advisors and Private Wealth Advisors. You will handle money movements, account inquiries, and onboarding for digital tools while maintaining strong client relationships.

The role requires superb organizational and writing skills, a client-first mindset, and willingness to pursue Series 7/66 or Series 63/65 licenses as needed.

Qualifications

• Education as stated: high school diploma or equivalent; college degree preferred.
• Proven writing, interpersonal and client service skills.
• Willingness to obtain securities licenses (Series 7/66 or 63/65) as needed.

Responsibilities

• Provide service coverage for an FA/PWA/team, supporting day-to-day client needs.
• Execute money movement transactions on request.
• Answer non-investment questions and relay account information to clients.
• Enter profile information or pre-fill documents under supervision.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing efforts and website maintenance for FAs/PWAs/teams.
• Remain current on policies and participate in training and projects.
• Handle inbound/outbound calls and schedule follow-ups for FAs/PWAs/teams.

Skills

Detail oriented

Organizational skills

Time management

Writing skills

Interpersonal skills

Client service

Team player

Adaptability

Multi-tasking

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley is seeking a Client Service Associate in Birmingham, AL to provide frontline client support to Financial Advisors and Private Wealth Advisors. You will handle money movements, account inquiries, and onboarding for digital tools while maintaining strong client relationships.

The role requires superb organizational and writing skills, a client-first mindset, and willingness to pursue Series 7/66 or Series 63/65 licenses as needed.