Client Experience & Onboarding Specialist

Morgan Stanley; Ridgeland (MS); On-site; USD 36,000 - 48,000; Full time

Job summary

Morgan Stanley in Ridgeland, MS seeks a Client Service Associate to enhance the client experience and support growth by engaging with clients and utilizing firm capabilities. You will deliver the full Morgan Stanley service model, adhering to policies and procedures to support business objectives.

The role requires strong written and verbal communication, attention to detail, and the ability to work in a fast-paced environment while coordinating with Financial Advisors and other teams.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Willingness to obtain FINRA licenses (Series 7/66 or 63) as applicable.
• Strong writing, interpersonal and client service skills.

Responsibilities

• Cultivate and enhance client relationships through proactive communication and timely handling of requests.
• onboard and maintain client accounts, gather required documentation and process transactions.
• Support Financial Advisors by coordinating client meetings and activity; assist with marketing materials and events.

Skills

MS Office

Writing skills

Client service

Education

High School Diploma/Equivalency

College degree preferred

Tools

Morgan Stanley Online

Job description

Morgan Stanley in Ridgeland, MS seeks a Client Service Associate to enhance the client experience and support growth by engaging with clients and utilizing firm capabilities. You will deliver the full Morgan Stanley service model, adhering to policies and procedures to support business objectives.

The role requires strong written and verbal communication, attention to detail, and the ability to work in a fast-paced environment while coordinating with Financial Advisors and other teams.