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Senior Client Service & Onboarding Specialist

Job in Houston, Harris County, Texas, 77246, USA
Listing for: Socket.dev
Full Time position
Listed on 2026-08-13
Job specializations:
  • Customer Service/HelpDesk
    Bank Customer Service
  • Finance & Banking
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 42000 - 65000 USD Yearly USD 42000.00 65000.00 YEAR
Job Description & How to Apply Below

Morgan Stanley in Houston is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by delivering high-touch client service. You will handle account inquiries, process transfers, enter data, and onboard clients while educating them on digital tools.

This role emphasizes accuracy, teamwork, and the ability to adapt in a fast-paced environment, with Morgan Stanley's commitment to diversity and client-centric service.

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Position Requirements
10+ Years work experience
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