Client Relationship & Onboarding Specialist

PowerToFly; Houston (TX); On-site; USD 52,000 - 76,000; Full time

Job summary

Morgan Stanley in Houston seeks a Registered Client Service Associate to support Financial Advisors and maintain client relationships. You will handle account information, process transactions, and educate clients on digital tools, while staying current on firm policies and platforms.

The role requires a high school diploma (college degree preferred) and relevant licenses (Series 7/66/63/65). Strong MS Office skills, written and interpersonal abilities, and the capacity to work in a fast-paced

Qualifications

• High School Diploma or equivalent.
• College degree preferred.

Responsibilities

• Provide service coverage for a FA team including cultivating and enhancing client relationships.
• Execute money movement transactions on request.
• Answer general non-investment questions about accounts including balances and positions.
• Enter profile information or pre-fill account documentation in a clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts and collect required documentation.
• Provide clients with account information details (objectives, risk tolerance).
• Accept or enter unsolicited or solicited orders as directed.
• Support FAs marketing strategy and business plans.
• Stay current on policies, procedures, and new platforms.
• Participate in trainings and special projects as directed.

Skills

Client service

Interpersonal skills

Time management

Written communication

Multitasking

Team player

Adaptability

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Series 7

Series 66

Series 63

Series 65

Two+ years industry experience

Tools

Microsoft Office

Job description

Morgan Stanley in Houston seeks a Registered Client Service Associate to support Financial Advisors and maintain client relationships. You will handle account information, process transactions, and educate clients on digital tools, while staying current on firm policies and platforms.

The role requires a high school diploma (college degree preferred) and relevant licenses (Series 7/66/63/65). Strong MS Office skills, written and interpersonal abilities, and the capacity to work in a fast-paced