Client Experience Specialist

Morgan-Stanley; Baton Rouge (LA); On-site; USD 42,000 - 65,000; Full time

Job summary

Morgan Stanley in Baton Rouge, LA is seeking a Client Service Associate to advance the client experience and support financial advisors in daily operations.

The role emphasizes strong communication, exceptional client service, and proficiency with Microsoft Office while helping to onboard clients, process requests, and maintain documentation. This position offers growth within a global financial services firm.

Qualifications

• High School Diploma or equivalent; a college degree is preferred.
• Strong writing, interpersonal and client service skills.
• Proficiency with Microsoft Office and ability to manage multiple tasks.

Responsibilities

• Cultivate and enhance client relationships through active communication and handling client requests.
• Onboard and maintain client accounts, including documentation and money movement examples.
• Support Financial Advisors and participate in marketing and client events as needed.

Skills

Microsoft Office

Client service

Communication

Attention to detail

Teamwork

Education

High School Diploma/Equivalency

College degree preferred

Job description

Morgan Stanley in Baton Rouge, LA is seeking a Client Service Associate to advance the client experience and support financial advisors in daily operations.

The role emphasizes strong communication, exceptional client service, and proficiency with Microsoft Office while helping to onboard clients, process requests, and maintain documentation. This position offers growth within a global financial services firm.