Client Experience & Services Associate

711 MS Smith Barney, LLC; Bee Cave (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

Morgan Stanley in Bee Cave, TX is seeking a Client Service Associate to support the development and growth of business through an elevated standard of care. You will onboard and maintain client accounts, process requests, verify information, and coordinate with Financial Advisors to execute money movements and align with firm policies.

Based in a dynamic team, you will assist with marketing efforts, client events, travel arrangements, and calendar management while maintaining excellent written

Qualifications

• Education and/or Experience High School Diploma/Equivalency; College degree preferred.
• Industry experience is a plus; willingness to obtain Series 7/66/63/65 if required.
• Strong writing, interpersonal and client service skills; detail-oriented and organized.

Responsibilities

• Cultivate and enhance client relationships through active communication and processing requests.
• Identify firm services and digital offerings to support client needs and onboarding.
• Onboard and maintain client accounts, verify information, and process money movements as examples.
• Review client account alerts and assist Financial Advisors in daily business practices.
• Support marketing by maintaining materials and planning client events and seminars.

Skills

MS Office

Written communication

Interpersonal skills

Team player

Detail oriented

Client service

Organization

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in Bee Cave, TX is seeking a Client Service Associate to support the development and growth of business through an elevated standard of care. You will onboard and maintain client accounts, process requests, verify information, and coordinate with Financial Advisors to execute money movements and align with firm policies.

Based in a dynamic team, you will assist with marketing efforts, client events, travel arrangements, and calendar management while maintaining excellent written