Client Service Associate

Position Summary

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, the role builds trusted relationships and assists clients with their everyday needs.

• Support the FA/PWA/team in cultivating and enhancing new and existing client relationships.
• Execute money movement transactions at the request of the client and/or FA/PWA.
• Answer general non‑investment related questions concerning client accounts, including relaying stock positions and providing account balances.
• Enter profile information or pre‑fill account documentation for client accounts and documents in a clerical capacity at the direction of the client and/or FA/PWA.
• Educate or enroll clients in digital tools (e.g., MSOnline, eSign, eAuthorization).
• Support the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance).
• Assist FAs/PWAs/teams in delivering against their business plan and client service model.
• Remain current on all policies, procedures and new platforms.
• Participate in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management.

• Answer inbound phone calls or make outbound calls (e.g., schedule follow‑up calls with FAs/PWAs/teams as needed).
• Manage the calendar, including coordinating meetings or events with logistics such as material prep.
• Maintain travel itineraries, prepare expense reports and manage the reimbursement process.
• Assist with general in‑office support functions such as copying, filing and scanning documentation.
• Prepare and submit expense reports for processing at the direction of the FA/PWA.

• High School Diploma/Equivalency.
• College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).

• Detail oriented with superior organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Exceptional writing, interpersonal and client service skills.
• Strong time management skills.
• Team player with the ability to collaborate with others.
• Ability to work in a fast‑paced, evolving environment.
• Adaptable and able to multi‑task.
• Goal oriented, self‑motivated and results driven.

• Business Service Officer.

We are committed to maintaining first‑class service and a high standard of excellence. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – guide the decisions we make every day. At Morgan Stanley you’ll find an opportunity to work alongside the best and brightest, in an environment where you are supported and empowered.

Our teams are relentless collaborators and creative thinkers, fueled by diverse backgrounds and experiences. We provide comprehensive employee benefits and perks, and offer ample opportunity to move within the business for those who show passion and grit.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Client Services Associate – Birmingham, AL
Salary: $57,000 – $76,600

Employment Type:

Full‑time
Seniority Level: Entry level