Morgan Stanley
Client Service Associate
Huntsville, Alabama · On-site · Full-time · Posted Sep 28, 2026
- Experience
- No specific number of years stated; industry experience is a plus.
- Education
- High School Diploma/Equivalency; college degree preferred.
- Visa sponsorship
- Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
About the job
Provides day-to-day client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams.
What you'll do
- Handle client service needs, including money movement, account questions, documentation, and digital tool enrollment.
- Support advisor-client relationships, marketing, business plans, and compliance with current policies and procedures.
- Manage administrative tasks such as calls, calendars, meeting logistics, travel itineraries, and expense reports.
What they ask for
- High School Diploma/Equivalency.
- Willingness to obtain the specified securities licenses: Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
- Strong organizational, interpersonal, writing, time-management, and client service skills.
Nice to have
- College degree.
- Industry experience.
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Model-written summary · the original posting is authoritative