Client Experience & Onboarding Specialist

Morgan Stanley; Northfield (MN); On-site; USD 32,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Prescription Drug

Dental

Vision

Health Savings Account

Life Insurance

Paid Time Off

401(k)

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. You will help cultivate relationships, process money movements, and answer account questions while maintaining current knowledge of firm policies and platforms.

The role emphasizes administrative accuracy, digital-tool onboarding, and collaboration with teams to implement business plans and client service models.

Qualifications

• High School Diploma/Equivalency; college degree preferred.
• Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Strong written, interpersonal and client-service skills.

Responsibilities

• Provide service coverage for a FA/PWA/team and cultivate client relationships.
• Execute money movement transactions as requested.
• Answer general questions about client accounts and relay balances.
• Enter profile information and pre-fill documentation as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.

Skills

Financial products

MS Office

Writing & client service

Time management

Team player

Multitasking

Attention to detail

Interpersonal skills

Adaptable

Education

Securities licenses (Series 7, 66, 63/65)

High school diploma or equivalent

College degree preferred

Tools

Zoom

Job description

Morgan Stanley is seeking a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. You will help cultivate relationships, process money movements, and answer account questions while maintaining current knowledge of firm policies and platforms.

The role emphasizes administrative accuracy, digital-tool onboarding, and collaboration with teams to implement business plans and client service models.