Wealth Management Client Service Specialist

711 MS Smith Barney, LLC; Tuscaloosa (AL); On-site; USD 55,000 - 75,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide frontline client service and support for Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted client relationships and handling routine account tasks with accuracy.

Candidates should have education aligned with industry requirements and relevant Series licenses. The position requires strong interpersonal skills and the ability to multitask in a fast-paced environment with a client-first

Qualifications

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

Responsibilities

• Support Financial Advisor(s)/Private Wealth Advisor(s)/teams by cultivating client relationships
• Execute money movement transactions as requested by clients or teams
• Answer general non-investment questions about client accounts and balances
• Onboard and maintain client accounts with required documentation
• Educate clients on digital tools and platforms
• Provide account information details to existing clients
• Assist with marketing strategy and team initiatives

Skills

Client service

Microsoft Office

Interpersonal skills

Time management

Team player

Education

High School Diploma/Equivalency

College degree preferred

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

2+ years of industry experience

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide frontline client service and support for Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted client relationships and handling routine account tasks with accuracy.

Candidates should have education aligned with industry requirements and relevant Series licenses. The position requires strong interpersonal skills and the ability to multitask in a fast-paced environment with a client-first