Client Success & Onboarding Specialist
711 ms smith barneyJacksonville (FL)
Client Success & Onboarding Specialist
Posted today
711 ms smith barneyJacksonville (FL)
SENIORITY
Junior
About the role
Morgan Stanley in the United States seeks a Registered Client Service Associate to enhance the client experience by delivering a high standard of care, onboarding clients, and guiding them through firm services, including digital platforms like Morgan Stanley Online and Morgan Stanley Mobile. This is a key role that requires understanding firm policies, procedures and capabilities to deliver the full firm to clients.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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