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Client Experience Specialist — Financial Services
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-07-25
Listing for:
Morgan Stanley
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
Morgan Stanley is seeking a Registered Client Service Associate to help modernize the client experience and support development of business through client engagement and full-service capabilities. The role requires understanding firm policies and delivering the full firm to clients.
The CSA will assist with onboarding, processing requests, and preparing client materials, while collaborating with Financial Advisors to deliver service excellence.
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