Wealth Management Client Service Associate

Morgan Stanley; Tuscaloosa (AL); On-site; USD 45,000 - 60,000; Full time

Job summary

Morgan Stanley in Tuscaloosa, AL is seeking a Registered Client Service Associate to support Financial Advisors and teams daily. You will help nurture client relationships, process money movements, and answer non-investment inquiries while maintaining accurate records and onboarding new clients.

Ideal candidates have a high school diploma (college degree preferred), Series 7/66 licenses, strong MS Office skills, and excellent communication. You’ll thrive in a fast-paced, client-first environment.

Qualifications

• High School Diploma/Equivalency required for consideration.
• College degree preferred to support advanced client service tasks.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63/65 (AG/RA) licenses are preferred.

Responsibilities

• Support Financial Advisor(s)/PWA(s)/team in cultivating and enhancing client relationships.
• Process money movement transactions as requested by clients or the team.
• Answer general non-investment questions about client accounts and balances.

Skills

Client service

Financial knowledge

MS Office

Interpersonal skills

Time management

Team player

Multitasking

Written communication

Education

High School Diploma/Equivalency

College degree preferred

Series 7 & 66 or 63 & 65 licenses

Tools

MS Office Suite

Job description

Morgan Stanley in Tuscaloosa, AL is seeking a Registered Client Service Associate to support Financial Advisors and teams daily. You will help nurture client relationships, process money movements, and answer non-investment inquiries while maintaining accurate records and onboarding new clients.

Ideal candidates have a high school diploma (college degree preferred), Series 7/66 licenses, strong MS Office skills, and excellent communication. You’ll thrive in a fast-paced, client-first environment.