Client Services & Onboarding Specialist

711 MS Smith Barney, LLC; Houma (LA); On-site; USD 42,000 - 56,000; Full time

Job summary

Morgan Stanley in Houma, LA is seeking a Client Service Associate to enhance the client experience and support business growth. You will be involved in onboarding, account maintenance, and assisting Financial Advisors in delivering services to clients.

The role requires strong communication, writing, and organizational skills, with a willingness to learn about the firm’s policies and digital platforms like Morgan Stanley Online and Mobile.

Qualifications

• Strong writing, interpersonal and client service skills are essential.

Responsibilities

• Cultivate and enhance client relationships through active communication and handling inquiries.
• Onboard and maintain client accounts, collecting information and processing documentation.
• Support Financial Advisors by developing a client service model and helping execute business plans.
• Assist with firm marketing by updating digital materials and planning client events.
• Coordinate administrative duties such as travel arrangements, meetings, and calendar management.

Skills

Client service

Communication

Detail oriented

Team player

Fast-paced environment

Goal oriented

Willingness to obtain licenses

Education

High School Diploma/Equivalency College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in Houma, LA is seeking a Client Service Associate to enhance the client experience and support business growth. You will be involved in onboarding, account maintenance, and assisting Financial Advisors in delivering services to clients.

The role requires strong communication, writing, and organizational skills, with a willingness to learn about the firm’s policies and digital platforms like Morgan Stanley Online and Mobile.