Client Experience & Onboarding Specialist

Morgan Stanley; Bethesda (MD); On-site; USD 35,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

401(k)

Job summary

Morgan Stanley in Bethesda seeks a Registered Client Service Associate to elevate client care, support account activity, and help grow business through attentive service and firm resources. You will work with Financial Advisors to implement client plans and utilize digital tools for secure, efficient service.

The role emphasizes compliance, accurate documentation, and cross‑team collaboration in a fast‑paced environment.

Qualifications

• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Two or more years of industry experience preferred
• High School Diploma/Equivalency
• College degree preferred

Responsibilities

• Cultivate and enhance client relationships through active communication and processing requests
• Identify firm services and digital offerings that meet clients’ needs
• Onboard and maintain client accounts including documentation and risk assessment
• Input client orders and discuss reinvestment options and actions
• Prepare financial plans and client reports for meetings
• Support marketing strategy and client events

Skills

Relationship building

Client service

Writing skills

Interpersonal skills

Organizational skills

Financial products knowledge

Adaptability

Education

Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in Bethesda seeks a Registered Client Service Associate to elevate client care, support account activity, and help grow business through attentive service and firm resources. You will work with Financial Advisors to implement client plans and utilize digital tools for secure, efficient service.

The role emphasizes compliance, accurate documentation, and cross‑team collaboration in a fast‑paced environment.