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Wealth Management Client Service Associate

Job in Birmingham, Jefferson County, Alabama, 35275, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Services
Job Description & How to Apply Below
A leading global financial services firm is seeking a Registered Client Service Associate in Birmingham, AL. The role focuses on enhancing client relationships and requires licenses like Series 7 and Series 66 (or similar). Candidates should possess strong interpersonal and organizational skills. This entry-level position supports financial advisors and involves onboarding clients, managing accounts, and providing excellent service. Join a team committed to high standards and a collaborative environment for career growth.
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Position Requirements
10+ Years work experience
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