Client Success & Onboarding Specialist

Morgan Stanley; Purchase (NY); On-site; USD 52,000 - 75,000; Full time

Job summary

Morgan Stanley in Purchase, NY is seeking a Registered Client Service Associate to provide exceptional client service and daily support to Financial Advisors and Private Wealth Advisors. The role centers on building trusted client relationships while helping clients with everyday account needs and transactions.

Candidates should have strong interpersonal skills, be highly organized, capable of handling multiple tasks, and comfortable educating clients on digital tools.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• Two or more years of industry experience preferred.
• Knowledge of financial services products is required.

Responsibilities

• Provide service coverage for an FA/PWA/team and cultivate client relationships.
• Execute money movement requests and relay account information to clients.
• Onboard and maintain client accounts in a clerical capacity.

Skills

Client service

Relationship building

Interpersonal skills

Organizational skills

Time management

Multi-tasking

Strong writing

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in Purchase, NY is seeking a Registered Client Service Associate to provide exceptional client service and daily support to Financial Advisors and Private Wealth Advisors. The role centers on building trusted client relationships while helping clients with everyday account needs and transactions.

Candidates should have strong interpersonal skills, be highly organized, capable of handling multiple tasks, and comfortable educating clients on digital tools.