Client Services Specialist: Relationships & Growth

PowerToFly; Greenville (SC); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley in Greenville seeks a Client Service Associate to enhance client relationships and support daily operations. You will assist with onboarding, account maintenance, and documentation, delivering a high standard of client care.

This role requires strong Microsoft Office skills, excellent communication, and the ability to work with Financial Advisors to execute client strategies and respond to inquiries.

Qualifications

• High School Diploma or equivalent.
• College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Responsibilities

• Cultivate and enhance client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
• Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
• Confirm authorization and authenticate client when processing requests
• Onboard and maintain client accounts, including collecting client information and required documentation, processing money movement transactions as an example
• Review and take appropriate action on client account alerts
• Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
• Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
• Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
• Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
• Proactively participate in firm initiatives directed by local management
• Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

Skills

MS Office

Client service

Communication

Organization

Education

High School Diploma/Equivalency

College degree preferred

Job description

Morgan Stanley in Greenville seeks a Client Service Associate to enhance client relationships and support daily operations. You will assist with onboarding, account maintenance, and documentation, delivering a high standard of client care.

This role requires strong Microsoft Office skills, excellent communication, and the ability to work with Financial Advisors to execute client strategies and respond to inquiries.