Client Experience Specialist

Morgan-Stanley; Greenville (SC); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to strengthen client relationships and support the delivery of the firm’s services. The role focuses on onboarding, authentication, and handling client requests with a high standard of care.

Responsibilities include maintaining accounts, processing transactions, and collaborating with Financial Advisors to execute business plans and client-service initiatives in a fast-paced environment.

Qualifications

• High School Diploma or equivalent required.
• 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) is expected.

Responsibilities

• Cultivate and enhance new and existing client relationships through active communication, processing requests, resolving inquiries, and keeping information current.
• Identify and introduce Morgan Stanley services and digital offerings to meet client needs.
• Confirm authorization and authenticate clients when processing requests.
• Onboard and maintain client accounts, collect information and required documentation, and process transactions.
• Review client account alerts and take appropriate actions.
• Support Financial Advisors by developing business plans and delivering client service.

Skills

MS Office

Client service

Written communication

Interpersonal skills

Organizational skills

Team player

Education

High School Diploma

College degree preferred

Series 7/66/63/65 or equivalent

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Service Associate to strengthen client relationships and support the delivery of the firm’s services. The role focuses on onboarding, authentication, and handling client requests with a high standard of care.

Responsibilities include maintaining accounts, processing transactions, and collaborating with Financial Advisors to execute business plans and client-service initiatives in a fast-paced environment.