Client Service Associate — to Financial Advisors
Job in
Alpharetta, Fulton County, Georgia, 30239, USA
Listed on 2026-07-13
Listing for:
711 MS Smith Barney, LLC
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Morgan Stanley in Alpharetta, GA is seeking a Client Service Associate to support Financial Advisors and Private Wealth teams. You will build trusted client relationships and handle routine inquiries, transactions, and digital tools enrollment, in a client-first environment.
Key duties include processing money movements, calendar management, expense reporting, and general office support, with focus on accuracy, communication, and teamwork in a fast-paced setting.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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