Client Support & Onboarding Specialist

Morgan Stanley; San Antonio (TX); On-site; USD 42,000 - 66,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in San Antonio. You will help with client onboarding, account documentation, and answering questions about accounts.

The role emphasizes strong interpersonal skills, meticulous administration, and the ability to multitask in a fast-paced environment while supporting a team’s business plan and client service model.

Qualifications

• High School Diploma/Equivalency
• College degree preferred
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Two or more years of industry experience preferred
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)

Responsibilities

• Provide service coverage for a FA/PWA/team including cultivating and enhancing client relationships
• Execute money movement transactions on request of the client and/or FA/PWA/team
• Answer general non-investment questions concerning client accounts
• Enter profile information or pre-fill account documentation on client accounts
• Educate or enroll clients in digital tools
• Onboard and maintain client accounts with required documentation

Skills

Financial services knowledge

Detail oriented

MS Office

Interpersonal skills

Time management

Team player

Multitasking

Adaptable

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

2+ years of industry experience preferred

Tools

MS Office (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in San Antonio. You will help with client onboarding, account documentation, and answering questions about accounts.

The role emphasizes strong interpersonal skills, meticulous administration, and the ability to multitask in a fast-paced environment while supporting a team’s business plan and client service model.