Client Experience Specialist - Financial Services

Morgan Stanley; Winchester (VA); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley in Winchester, VA seeks a Client Service Associate to cultivate client relationships, process requests, and provide guidance on banking products and digital offerings. You will onboard and maintain client accounts, process transactions, and assist Financial Advisors in executing business plans with a client-first approach.

Strong communication, writing, and organizational skills are required, with a willingness to obtain required licenses.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7, Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Strong computer skills and Microsoft Office proficiency.

Responsibilities

• Cultivate and enhance client relationships through active communication and processing requests.
• Identify and promote Firm services and digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
• Onboard and maintain client accounts, including documentation and money movement processing.
• Review client account alerts and take appropriate action.
• Support Financial Advisors in business planning and marketing activities.

Skills

MS Office proficiency

Strong writing skills

Interpersonal skills

Client service mindset

Organizational skills

Team player

Ability to work in fast-paced env

Education

High school diploma or equivalent

College degree preferred

Industry experience a plus

Series 7/66/63/65 licensing willingness

Tools

Microsoft Office

Job description

Morgan Stanley in Winchester, VA seeks a Client Service Associate to cultivate client relationships, process requests, and provide guidance on banking products and digital offerings. You will onboard and maintain client accounts, process transactions, and assist Financial Advisors in executing business plans with a client-first approach.

Strong communication, writing, and organizational skills are required, with a willingness to obtain required licenses.