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Client & Onboarding Specialist

Job in Richmond, Henrico County, Virginia, 23214, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-06-02
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Client Relationship Manager, HelpDesk/Support, Bank Customer Service
Salary/Wage Range or Industry Benchmark: 45000 - 60000 USD Yearly USD 45000.00 60000.00 YEAR
Job Description & How to Apply Below
Position: Client Experience & Onboarding Specialist

Morgan Stanley in Richmond, Virginia is looking for a Client Service Associate who will play a vital role in modernizing client experiences and support business growth. The role involves enhancing client relationships, onboarding accounts, and performing administrative duties to facilitate processes.

The ideal candidate holds a High School Diploma and possesses strong interpersonal, organizational, and client service skills. Training and the potential for additional certifications such as Series 7 and Series 66 are highlighted in this dynamic role.

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