Client Experience Associate (Financial Services)

Morgan Stanley; Wellesley (MA); On-site; USD 21,000 - 56,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate in Massachusetts to support advisors and clients by handling requests, onboarding accounts, and maintaining documentation. You will use firm policies and digital tools to deliver high-quality service and build trusted relationships.

You will collaborate with Financial Advisors to execute business plans, support marketing efforts, participate in training, and coordinate meetings, travel, and expenses as part of daily operations.

Qualifications

• High School Diploma or equivalent required.
• Industry experience is a plus.
• Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).

Responsibilities

• Cultivate and enhance client relationships through active communication, processing requests, resolving inquiries and keeping documentation current.
• Identify and assist with Firm services and solutions that support clients’ needs, including banking products and digital offerings.
• Onboard and maintain client accounts, collect required information, and process money movement transactions as an example.
• Review and take appropriate action on client account alerts.

Skills

MS Office

Client service

Communication

Detail oriented

Organizational skills

Team player

Fast-paced environment

Goal oriented

Education

High School Diploma/Equivalency

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Service Associate in Massachusetts to support advisors and clients by handling requests, onboarding accounts, and maintaining documentation. You will use firm policies and digital tools to deliver high-quality service and build trusted relationships.

You will collaborate with Financial Advisors to execute business plans, support marketing efforts, participate in training, and coordinate meetings, travel, and expenses as part of daily operations.