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Client Service & Onboarding Specialist — Financial Services
Job in
Bethesda, Montgomery County, Maryland, 20811, USA
Listed on 2026-08-11
Listing for:
Morgan Stanley
Full Time
position Listed on 2026-08-11
Job specializations:
-
Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
Job Description & How to Apply Below
Morgan Stanley is seeking a Registered Client Service Associate to advance client service, onboarding, and support for financial advisors. The role emphasizes understanding firm policies, maintaining documentation, and using Morgan Stanley Online and Mobile platforms to assist clients.
The position requires relevant licenses, strong communication, and the ability to work in a fast-paced, client-centric environment within our Bethesda area offices.
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