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Wealth Client Experience Specialist

Job in Birmingham, Jefferson County, Alabama, 35275, USA
Listing for: 711 MS Smith Barney, LLC
Full Time position
Listed on 2026-09-05
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 42000 - 64000 USD Yearly USD 42000.00 64000.00 YEAR
Job Description & How to Apply Below

Morgan Stanley in Birmingham, AL seeks a Client Service Associate to support Financial Advisors and teams, build client relationships, and handle routine requests. The role emphasizes service quality, accuracy, and timely communication.

The candidate will work on administrative tasks, data entry, and coordination of client needs, while learning firm procedures and digital tools. Strong writing and organizational skills are required.

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