Client Experience Specialist – Financial Services

Morgan Stanley; Latham (NY); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to help advance client relationships and support service delivery. The role emphasizes understanding firm policies, onboarding clients, and handling documentation with accuracy.

Expect to assist with banking products, digital offerings, and routine account activity while coordinating with Financial Advisors to meet client needs. Base pay varies with experience and location, and the company highlights diversity and inclusion in its

Qualifications

• Active Series 7 and Series 66/63/65 licenses.
• Two+ years of industry experience preferred.
• High School Diploma/Equivalency required.

Responsibilities

• Cultivate and enhance client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current.
• Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
• Confirm authorization and authenticate client when processing requests.
• Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples.
• Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors.
• Prepare financial plans, client reports, and other materials for client meetings.
• Review and take appropriate action on client account alerts.

Skills

Series 7

Series 66

Series 63

Series 65

Client service

Microsoft Office

Interpersonal skills

Writing skills

Detail oriented

Time management

Education

High School Diploma or Equivalency

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to help advance client relationships and support service delivery. The role emphasizes understanding firm policies, onboarding clients, and handling documentation with accuracy.

Expect to assist with banking products, digital offerings, and routine account activity while coordinating with Financial Advisors to meet client needs. Base pay varies with experience and location, and the company highlights diversity and inclusion in its