Client Experience & Onboarding Specialist
Job in
Birmingham, Jefferson County, Alabama, 35275, USA
Listed on 2026-08-22
Listing for:
Morgan Stanley
Full Time
position Listed on 2026-08-22
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management, Customer Service Rep
Job Description & How to Apply Below
Morgan Stanley in Birmingham is seeking a Registered Client Service Associate to support client relationships and onboarding, ensuring accurate processing of requests and documentation. You will collaborate with Financial Advisors to deliver the full firm capabilities to clients.
The role emphasizes strong client service, knowledge of firm policies, and proficiency with MS Office and digital platforms. Prior industry experience and licenses strengthen candidacy.
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