Client Services Specialist - Financial Services

Morgan Stanley; Virginia Beach (VA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley in Virginia Beach seeks a Client Service Associate to shape the client experience by delivering elevated service and using the firm’s capabilities to grow business. The role requires understanding firm policies and procedures to deliver the full firm to clients.

Key responsibilities include onboarding clients, processing requests, assisting with banking products and digital offerings, and supporting Financial Advisors with travel, events, and daily activities.

Qualifications

• High School Diploma or equivalent.
• College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7/66 or 63/65.

Responsibilities

• Cultivate and enhance client relationships through active communication and requests.
• Onboard and maintain client accounts, including documenting information and processing transactions.
• Review client account alerts and ensure documentation is current.
• Support financial advisors with marketing, events, and training participation.
• Provide administrative support including travel arrangements and calendar maintenance.

Skills

Exceptional writing

Interpersonal skills

Client service

Organizational skills

Team player

Adaptability

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Tools

Microsoft Office

Job description

Morgan Stanley in Virginia Beach seeks a Client Service Associate to shape the client experience by delivering elevated service and using the firm’s capabilities to grow business. The role requires understanding firm policies and procedures to deliver the full firm to clients.

Key responsibilities include onboarding clients, processing requests, assisting with banking products and digital offerings, and supporting Financial Advisors with travel, events, and daily activities.