Client Experience Specialist
Job in
Monterey, Monterey County, California, 93941, USA
Listed on 2026-07-15
Listing for:
Morgan-Stanley
Full Time
position Listed on 2026-07-15
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, Bank Customer Service, Customer Service Rep
Job Description & How to Apply Below
Morgan Stanley is seeking a Client Service Associate to elevate the client experience by supporting relationship building and account onboarding in Monterey, CA. You will help process client requests, resolve inquiries and ensure documentation is current, while collaborating with Financial Advisors to deliver a comprehensive service model.
The role emphasizes strong communication, organization and a proactive approach to client care, with opportunities for training and professional development
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