Client Experience Associate

Morgan Stanley; Dallas (TX); On-site; USD 42,000 - 66,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate in Dallas to enhance client relationships and support financial advisors. The role focuses on processing client requests, onboarding accounts, and delivering a high level of service across Morgan Stanley Online and Morgan Stanley Mobile.

The ideal candidate will excel in communication, organization, and teamwork, and be willing to obtain securities licenses as part of career growth within the firm.

Qualifications

• Proven ability to cultivate and maintain client relationships.
• Strong writing and oral communication skills.
• Detail-oriented with superior organizational abilities.
• Ability to prioritize and manage multiple tasks in a fast-paced environment.

Responsibilities

• Cultivate and enhance client relationships through active communication and accurate processing of requests.
• Identify Morgan Stanley services and digital offerings to meet client needs.
• Onboard and maintain client accounts, collect required information and documentation.
• Support Financial Advisors in executing client service plans and business development activities.
• Coordinate meetings, travel, and expense reporting; manage calendars and administrative tasks.

Skills

Client communication

Interpersonal skills

Attention to detail

Teamwork

Time management

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Service Associate in Dallas to enhance client relationships and support financial advisors. The role focuses on processing client requests, onboarding accounts, and delivering a high level of service across Morgan Stanley Online and Morgan Stanley Mobile.

The ideal candidate will excel in communication, organization, and teamwork, and be willing to obtain securities licenses as part of career growth within the firm.