Client Experience Specialist

711 MS Smith Barney, LLC; Kalamazoo (MI); On-site; USD 23,000 - 26,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors in Kalamazoo, MI. You will build trusted client relationships while handling daily tasks and administrative duties.

The role involves answering client inquiries, processing transactions, and coordinating with teams to execute plans. Strong writing, interpersonal, and MS Office skills are essential.

Qualifications

• Education and/or Experience: High School Diploma/Equivalency; College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65.
• Detail oriented with superior organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Exceptional writing, interpersonal and client service skills.

Responsibilities

• Support the FA/PWA/team in cultivating and enhancing client relationships.
• Execute money movement transactions as requested by client or FA/PWA.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information or pre-fill account documentation as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing efforts and assist with business plans and client service model.

Skills

Interpersonal skills

Microsoft Office

Time management

Team player

Adaptable

Self-motivated

Results oriented

Communication

Education

High School Diploma/Equivalency

College degree preferred

Tools

MSOnline

eSign

eAuthorization

Zoom

Job description

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors in Kalamazoo, MI. You will build trusted client relationships while handling daily tasks and administrative duties.

The role involves answering client inquiries, processing transactions, and coordinating with teams to execute plans. Strong writing, interpersonal, and MS Office skills are essential.