Financial Client Services Associate

Morgan Stanley; Plano (TX); On-site; USD 42,000 - 70,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in Plano, TX to provide exceptional client service and support Financial Advisors. The role focuses on cultivating relationships, processing transactions, and educating clients on digital tools.

The position requires strong interpersonal skills, detail orientation, and proficiency with MS Office. A college degree is preferred and Series licenses are desirable. This is an on-site role within a collaborative, client-first environment.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred for advancement.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) preferred.
• Two or more years of industry experience preferred.

Responsibilities

• Support Financial Advisor(s)/PWAs/teams in cultivating client relationships.
• Execute money movement transactions as requested.
• Answer general client questions about accounts, balances, and positions.
• Enter profile information and pre-fill documentation in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.

Skills

Client service mindset

Interpersonal skills

Strong written and verbal communicatie

Time management

Team player

Education

High School Diploma/Equivalency

College degree preferred

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

2+ years industry experience

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate in Plano, TX to provide exceptional client service and support Financial Advisors. The role focuses on cultivating relationships, processing transactions, and educating clients on digital tools.

The position requires strong interpersonal skills, detail orientation, and proficiency with MS Office. A college degree is preferred and Series licenses are desirable. This is an on-site role within a collaborative, client-first environment.