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Client Services Associate – Financial Advisory
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-01-13
Listing for:
Morgan Stanley
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Atlanta is seeking a Registered Client Service Associate to enhance client relationships and support Financial Advisors. The ideal candidate must have active Series 7 and a strong understanding of financial products. Responsibilities include onboarding clients, preparing financial materials, and ensuring compliance with firm protocols.
This role offers a collaborative environment where teamwork and exceptional client service are emphasized.
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Position Requirements
10+ Years
work experience
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