Client Service & Onboarding Specialist

Morgan Stanley; Riverside (CA); On-site; USD 33,280 - 85,000; Full time

Job summary

Morgan Stanley in Riverside, CA seeks Registered Client Service Associates to enhance client relationships, process requests, and provide guidance on banking products and digital offerings. The role requires certifications and industry experience, with onboarding and documentation management responsibilities.

Applicants should be prepared to collaborate with Financial Advisors, prepare client plans and reports, and participate in ongoing training and development.

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/Equivalency. College degree preferred.

Responsibilities

• Cultivate and enhance client relationships through active communication and handling requests.
• Identify and promote firm services and digital offerings (MS Online, MS Mobile).
• Confirm authorization and authenticate clients when processing requests.
• Onboard and maintain client accounts, collect information, process money movements, and handle estate needs.
• Input client orders and discuss reinvestment options with Advisors.
• Prepare financial plans and client meeting materials; review alerts.

Skills

Client service

Communication

Detail oriented

Microsoft Office

Team player

Adaptability

Education

Series 7 (GS)

Series 66 (AG/RA)

Series 63 (AG)

Series 65 (RA)

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Morgan Stanley Online

Morgan Stanley Mobile

Job description

Morgan Stanley in Riverside, CA seeks Registered Client Service Associates to enhance client relationships, process requests, and provide guidance on banking products and digital offerings. The role requires certifications and industry experience, with onboarding and documentation management responsibilities.

Applicants should be prepared to collaborate with Financial Advisors, prepare client plans and reports, and participate in ongoing training and development.