Unknown Company

Client Relationship & Onboarding Specialist

houston, tx • Posted 1 weeks ago
Onsite Full Time Human Resources

Morgan Stanley in Houston seeks a Registered Client Service Associate to support Financial Advisors and maintain client relationships. You will handle account information, process transactions, and educate clients on digital tools, while staying current on firm policies and platforms.

The role requires a high school diploma (college degree preferred) and relevant licenses (Series 7/66/63/65). Strong MS Office skills, written and interpersonal abilities, and the capacity to work in a fast-paced

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Client Relationship & Onboarding Specialist in houston at Unknown Company

This position is listed as full time and onsite.

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