Client Experience & Service Specialist

Morgan Stanley; Tyler (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to support client relationships and onboarding processes in Tyler, Texas. You will aid Financial Advisors in delivering a high level of service and manage day-to-day account tasks to ensure accuracy and compliance.

The role emphasizes strong communication, organizational skills, and the ability to navigate multiple platforms. The team values proactive collaboration and professional development within a dynamic, client-centric environment.

Qualifications

• High School Diploma or equivalent is required.
• College degree is preferred but not mandatory.
• Industry experience in client service is a plus.

Responsibilities

• Cultivate and enhance client relationships through proactive communication and by handling client requests.
• Identify firm services and digital offerings to support client needs.
• Onboard and maintain client accounts and process routine transactions.
• Support Financial Advisors in daily business practices and client events.
• Coordinate travel, prepare expense reports and calendar management.

Skills

Client service

Interpersonal communication

Time management

Team collaboration

Adaptability

Education

High School Diploma

College degree preferred

Industry experience preferred

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Service Associate to support client relationships and onboarding processes in Tyler, Texas. You will aid Financial Advisors in delivering a high level of service and manage day-to-day account tasks to ensure accuracy and compliance.

The role emphasizes strong communication, organizational skills, and the ability to navigate multiple platforms. The team values proactive collaboration and professional development within a dynamic, client-centric environment.