Client Experience & Service Associate

Morgan-Stanley; Tyler (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Morgan Stanley in the United States seeks a Client Service Associate to support client relationships, process requests, and ensure documentation is current. The role involves onboarding clients, maintaining accounts, and resolving inquiries, while coordinating with Financial Advisors on service delivery and marketing efforts.

The position emphasizes strong communication, organizational skills, and proficiency with MS Office, with opportunities for professional development and training.

Qualifications

• Education and/or Experience: High School Diploma/Equivalency; College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).

Responsibilities

• Cultivate and enhance client relationships through active communication and by processing client requests.
• Onboard and maintain client accounts, including collecting information and required documentation.
• Review and take appropriate action on client account alerts and inquiries.
• Support Financial Advisors with business planning and client service delivery, including marketing materials and events.
• Coordinate administrative duties to support daily business practices and travel arrangements.

Skills

Customer service

Communication

Microsoft Office

Organization

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 support client relationships, process requests, and ensure documentation is current. The role involves onboarding clients, maintaining accounts, and resolving inquiries, while coordinating with Financial Advisors on service delivery and marketing efforts.

The position emphasizes strong communication, organizational skills, and proficiency with MS Office, with opportunities for professional development and training.