Relationship & Service Associate

Morgan-Stanley; Greenville (SC); On-site; USD 42,000 - 56,000; Full time

Job summary

Morgan Stanley in Greenville seeks a Client Service Associate to enhance client relationships and deliver an elevated standard of care. The role supports Financial Advisors, processes client requests, and maintains documentation to ensure accuracy and compliance.

The position emphasizes strong communication, attention to detail, and proficiency with Microsoft Office while onboarding new clients and leveraging firm digital platforms.

Qualifications

• High School Diploma or equivalency required.
• Bachelors' degree preferred.
• Licensing in progress or obtained Series 7/66/63/65 encouraged.
• Experience in financial services is a plus.

Responsibilities

• Cultivate and enhance client relationships through active communication and processing requests.
• Identify firm services and digital offerings to support client needs.
• Authenticate clients and confirm authorization during requests.
• Onboard and maintain client accounts with required documentation.
• Assist Financial Advisors in daily business practices and client meetings.
• Support marketing materials, client events and seminars.

Skills

Strong written and verbal comms

Interpersonal skills

Client service orientation

Attention to detail

Microsoft Office proficiency

Education

High School Diploma or GED

College degree preferred

Series 7/66/63/65 licensing

Industry experience a plus

Job description

Morgan Stanley in Greenville seeks a Client Service Associate to enhance client relationships and deliver an elevated standard of care. The role supports Financial Advisors, processes client requests, and maintains documentation to ensure accuracy and compliance.

The position emphasizes strong communication, attention to detail, and proficiency with Microsoft Office while onboarding new clients and leveraging firm digital platforms.