Client Service & Onboarding Associate

Socket.dev

Greenville (SC)

On-site

USD 45,000 - 60,000

Full time

8 days ago

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Job summary

Morgan Stanley seeks a Client Service Associate in the Greenville, SC area to strengthen client relationships and support daily client requests. You will process requests, onboard new accounts, and assist with money movements while upholding firm policies and standards.

The role supports advising teams and marketing efforts, with ongoing training opportunities. You will work with Financial Advisors to deliver client-service excellence and maintain documentation, ensuring compliance and

Qualifications

High School Diploma or equivalent required.
College degree preferred for enhanced growth potential.
Industry experience is a plus for faster ramp-up.
Willingness to obtain securities licenses (Series 7/66 or 63/65) as needed.

Responsibilities

Cultivate and enhance client relationships through proactive communication and requests processing.
Identify firm services and digital offerings to support client needs.
Confirm client authorization and authenticate clients during requests.
Onboard and maintain client accounts with required documentation and money movement processing.
Review client alerts and take appropriate action.