Wealth Management Client Services Pro

Morgan Stanley; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service. The role emphasizes accurate account administration, client education on digital tools, and coordination of money movements while maintaining a client-first approach.

Ideal candidates have a high school diploma (college degree preferred) and relevant securities licenses, with 2+ years of industry experience.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Active securities licenses: Series 7 and Series 66 or Series 63 and 65.
• 2+ years of industry experience preferred in financial services.
• Strong knowledge of financial products and client service expectations.

Responsibilities

• Provide service coverage for a FA/PWA/team and cultivate client relationships.
• Process money movement requests and respond to non-investment questions.
• Maintain client accounts and onboard new clients with required documentation.
• Educate clients on digital tools and product platforms.
• Support marketing efforts and assist teams in delivering business plans.

Skills

Client service

Interpersonal skills

Detail oriented

Time management

Team player

Education

High School Diploma/Equivalency

College degree preferred

Series 7

Series 66

Series 63

Series 65

Tools

MS Word

MS Excel

MS Outlook

MS PowerPoint

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service. The role emphasizes accurate account administration, client education on digital tools, and coordination of money movements while maintaining a client-first approach.

Ideal candidates have a high school diploma (college degree preferred) and relevant securities licenses, with 2+ years of industry experience.