Client Experience Specialist

711 MS Smith Barney, LLC; Salt Lake City (UT); On-site; USD 42,000 - 65,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to deliver exceptional client service and support the Financial Advisor teams. You will handle account onboarding, digital tool education, and routine client communications in a fast-paced environment.

Responsibilities include processing money movements, updating client records, and assisting with marketing initiatives while staying current on firm policies and platforms. Strong MS Office skills and a client-first mindset are essential.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Two+ years of industry experience preferred.
• Knowledge of financial services products (equities, bonds, funds, annuities).
• Detail oriented with strong organizational skills; able to prioritize.
• Exceptional writing, interpersonal and client service skills.
• Strong time management and ability to multitask; team player.

Responsibilities

• Support the Financial Advisor team in cultivating and enhancing client relationships.
• Process money movement transactions as requested by clients or FA team.
• Answer general non-investment questions and relay account balances and positions.
• Enter profile information or pre-fill client documents in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.

Skills

Interpersonal skills

Client service

Time management

Team player

Multitasking

Education

High School Diploma

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Service Associate to deliver exceptional client service and support the Financial Advisor teams. You will handle account onboarding, digital tool education, and routine client communications in a fast-paced environment.

Responsibilities include processing money movements, updating client records, and assisting with marketing initiatives while staying current on firm policies and platforms. Strong MS Office skills and a client-first mindset are essential.