Client Experience & Onboarding Specialist

Morgan-Stanley; Virginia Beach (VA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley in the United States seeks a Client Service Associate to enhance client relationships and support daily operations across banking products, digital platforms, and preferred client services. The role emphasizes accuracy, communication, and collaboration with Financial Advisors in a fast-paced environment.

The position involves onboarding, documentation collection, money movement processing, and maintaining client information while supporting local marketing and client events.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Experience in client service or financial services is a plus.

Responsibilities

• Cultivate and maintain client relationships through proactive communication and request processing.
• Onboard and maintain client accounts, collect documentation, and process money movements as needed.
• Assist with firm services and digital offerings (e.g., Morgan Stanley Online, Morgan Stanley Mobile).
• Support Financial Advisors in business planning and client service delivery.
• Prepare travel, expense reports, and calendar management; coordinate client meetings and events.

Skills

Computer skills

Microsoft Office

Client service skills

Detail oriented

Team player

Adaptability

Goal oriented

Self-motivated

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in the United States seeks a Client Service Associate to enhance client relationships and support daily operations across banking products, digital platforms, and preferred client services. The role emphasizes accuracy, communication, and collaboration with Financial Advisors in a fast-paced environment.

The position involves onboarding, documentation collection, money movement processing, and maintaining client information while supporting local marketing and client events.