Client Services & Onboarding Specialist
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-08-13
Listing for:
711 MS Smith Barney, LLC
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Financial Services, Financial Sales, Bank Customer Service
Job Description & How to Apply Below
Morgan Stanley in Dallas seeks a detail-oriented client services professional to support financial advisors, process money movements, and manage client accounts. You will answer questions, onboard clients, and educate them on digital tools to enhance efficiency and service quality.
Required licenses include Series 7/66 or 63/65 and at least two years in financial services; college degree preferred. Strong MS Office, writing, and interpersonal skills are essential.
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