Client Experience Specialist - Financial Services

711 MS Smith Barney, LLC; Seven Isles (FL); On-site; USD 48,000 - 68,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support client relationships, process requests, and ensure timely documentation. The role involves onboarding, handling money movements, and supporting Financial Advisors in daily activities.

Candidates should have Series 7 and either Series 66 or the 63/65 combo, with 2+ years of industry experience and strong communication, organization, and MS Office skills.

Qualifications

• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.
• High School Diploma required; college degree preferred.
• Strong writing, interpersonal and client service skills.

Responsibilities

• Cultivate and enhance client relationships through active communication.
• Onboard and maintain client accounts, document collection and risk input.
• Input orders, discuss reinvestment options, and prepare client materials.
• Support Financial Advisors and participate in client events and planning.

Skills

Client relationship mgmt

Written communication

Detail oriented

Microsoft Office

Team player

Education

Series 7 (GS)

Series 66 (AG/RA)

Series 63 (AG)

Series 65 (RA)

Tools

Microsoft Office

Morgan Stanley platforms

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support client relationships, process requests, and ensure timely documentation. The role involves onboarding, handling money movements, and supporting Financial Advisors in daily activities.

Candidates should have Series 7 and either Series 66 or the 63/65 combo, with 2+ years of industry experience and strong communication, organization, and MS Office skills.