Morgan Stanley
Client Service Associate
Atlanta, Georgia · On-site · Full-time · Posted Oct 26, 2026
- 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 client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, helping clients with account needs and day-to-day requests.
What you'll do
- Support client relationships, execute requested money movement transactions, answer general non-investment account questions, and assist with account documentation and digital tools.
- Manage calls, calendars, meeting logistics, travel itineraries, expense reports, and general office tasks.
- Support team marketing and business plans, stay current on firm policies and platforms, and participate in firm initiatives and projects.
What they ask for
- High School Diploma/Equivalency.
- Willingness to obtain 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, client service, and time management skills; ability to prioritize and multitask.
Nice to have
- College degree.
- Industry experience.
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative