Morgan Stanley
Client Service Associate
Tyler, Texas · On-site · Full-time · Posted Oct 28, 2026
- Education
- High School Diploma/Equivalency; college degree preferred.
- Visa sponsorship
- Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
About the job
Supports Financial Advisors by managing client service needs, maintaining accounts, and coordinating administrative and business-development activities.
What you'll do
- Communicate with clients, process requests, resolve inquiries, authenticate clients, and keep account information current.
- Onboard and maintain client accounts, process money movement transactions, and review account alerts.
- Support Financial Advisors with business planning, marketing, events, training, and daily administrative tasks.
What they ask for
- High School Diploma/Equivalency.
- Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- Strong computer skills and knowledge of Microsoft Office products.
- Strong writing, interpersonal, client service, organizational, and prioritization skills.
Nice to have
- College degree.
- Industry experience.
Tools
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
Model-written summary · the original posting is authoritative