Client Experience & Onboarding Specialist

PowerToFly; Columbia (SC); On-site; USD 42,000 - 66,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to support client relationships, process requests, and coordinate with Financial Advisors. The role involves onboarding clients, maintaining accounts, and supporting marketing and training initiatives.

Ideal candidates will have a high school diploma (college degree preferred) and may pursue securities licenses (Series 7/66/63/65). Strong communication and organizational skills are essential in a fast-paced environment.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Industry experience a plus.
• Willingness to obtain securities licenses (Series 7/66/63/65) as required.

Responsibilities

• Cultivate and enhance client relationships through active communication, processing requests, resolving inquiries, and ensuring information and documentation remain current.
• Identify and assist with firm services and solutions that support clients’ needs including banking products and digital offerings.
• Confirm authorization and authenticate client when processing requests.
• Onboard and maintain client accounts, including collecting client information and required documentation, processing money movement transactions.
• Review and take appropriate action on client account alerts.
• Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model.
• Support the team’s marketing strategy by maintaining marketing materials and planning client events and seminars.
• Attend scheduled training and calls to stay updated on policies and platforms.
• Perform administrative duties supporting Financial Advisors (phone coverage, travel arrangements, meeting coordination, expense reports, calendar maintenance).
• Proactively participate in firm initiatives directed by local management.
• Seek opportunities to use firm resources for peer sharing and collaboration with Financial Advisors.

Skills

Written communication

Interpersonal skills

Client service

Attention to detail

Time management

Team player

Adaptability

Proactive

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Willingness to obtain Series 7 and Series 66/63/65

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Service Associate to support client relationships, process requests, and coordinate with Financial Advisors. The role involves onboarding clients, maintaining accounts, and supporting marketing and training initiatives.

Ideal candidates will have a high school diploma (college degree preferred) and may pursue securities licenses (Series 7/66/63/65). Strong communication and organizational skills are essential in a fast-paced environment.