Wealth Management Client Services Specialist

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

Job summary

Morgan Stanley in Atlanta seeks a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors. You will handle account inquiries, process transactions, and assist with onboarding while maintaining strong client relationships.

Strong interpersonal and writing skills, plus proficiency with Microsoft Office, are essential. A college degree is preferred and Series 7/66 or 63/65 licensing is required to qualify.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses are required.
• Two+ years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, options, mutual funds, and managed accounts.

Responsibilities

• Provide service coverage for a FA/PWA/team, supporting client relationships.
• Execute money movement transactions at client/FA direction.
• Answer general non-investment questions and relay account information.
• Educate or enroll clients in digital tools and onboarding processes.
• Onboard and maintain client accounts with required documentation.
• Support marketing efforts and assist teams in business plan execution.

Skills

Client service

Interpersonal skills

Microsoft Office

Time management

Team player

Attention to detail

Communication

Education

High School Diploma/Equivalency

College degree preferred

Licensing: Series 7 & 66 or Series 63 & 65

Job description

Morgan Stanley in Atlanta seeks a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors. You will handle account inquiries, process transactions, and assist with onboarding while maintaining strong client relationships.

Strong interpersonal and writing skills, plus proficiency with Microsoft Office, are essential. A college degree is preferred and Series 7/66 or 63/65 licensing is required to qualify.