Wealth Client Experience Associate
Job in
Birmingham, Jefferson County, Alabama, 35275, USA
Listed on 2026-09-09
Listing for:
Socket.dev
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Morgan Stanley in Birmingham, AL, seeks a Registered Client Service Associate to support client relationships and service delivery. You will work with Financial Advisors to onboard clients, process requests, and monitor accounts in a fast-paced environment.
Responsibilities include communicating with clients, processing money movements, preparing reports, and supporting marketing initiatives. A Series 7/66 or 63/65 license and relevant experience are preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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