Client Services Specialist: Onboarding & Accounts

Morgan Stanley; Scottsdale (AZ); On-site; USD 42,000 - 64,000; Full time

Job summary

Morgan Stanley in Scottsdale, AZ is seeking an Administrative Support professional to assist Financial Advisors and teams with client relationship management and daily office operations.

The role includes processing money movements, handling routine client inquiries, maintaining documentation, and helping onboard clients. You will also support digital tool adoption and coordinate schedules, travel, and expense reporting.

Qualifications

• High School Diploma or equivalency required.
• College degree preferred.

Responsibilities

• Support Financial Advisors and teams in cultivating and enhancing client relationships.
• Execute money movement transactions as requested by clients or FA/PWA team.
• Answer general non-investment questions about client accounts and relay stock positions and balances.
• Enter profile information or pre-fill account documentation in a clerical capacity under direction.
• Educate or enroll clients in digital tools (e.g. MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts; collect client information and necessary documentation.
• Provide existing clients with details around account information (investment objectives, risk tolerance).
• Accept or enter unsolicited or solicited orders in a clerical capacity.
• Support marketing strategies and website maintenance for the teams.
• Assist teams in delivering against business plans and client service models.
• Stay current on policies, procedures, and new platforms.
• Participate in training, education programs, or other duties as directed by management.

Skills

Client service

Time management

Team player

Adaptable

Multitasking

Detail oriented

Written communication

Interpersonal skills

Goal oriented

Fast-paced environment

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in Scottsdale, AZ is seeking an Administrative Support professional to assist Financial Advisors and teams with client relationship management and daily office operations.

The role includes processing money movements, handling routine client inquiries, maintaining documentation, and helping onboard clients. You will also support digital tool adoption and coordinate schedules, travel, and expense reporting.