Client Service Associate

Morgan Stanley • New York, NY

9d

About The Position

Client Service Associates provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their teams. Through regular client interactions, they build trusted relationships and help meet clients’ everyday needs with a client-first mindset. The role also provides administrative support, including managing calls and calendars, coordinating meetings and travel, processing expense reports, and handling general in-office tasks.

Applicants must be legally authorized to work in the United States and must not require now or in the future sponsorship for employment visa status. Morgan Stanley describes a collaborative, supportive work environment and offers comprehensive employee benefits and perks. The stated base pay range is $35,360–$90,000 per year at commencement; actual base pay is determined individually. Total compensation may also include commission earnings, incentive compensation, discretionary bonuses, other short- and long-term incentives, and sponsored benefit programs.

Requirements

• High school diploma or equivalent.
• Willingness to obtain Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
• Detail-oriented with superior organizational skills and the ability to prioritize.
• Advanced Microsoft Office skills, including Word, Excel, Outlook, and PowerPoint.
• Exceptional writing, interpersonal, and client service skills.
• Strong time management skills.
• Ability to work collaboratively as a team player.
• Ability to work in a fast-paced, evolving environment.
• Adaptability and ability to multitask.
• Goal-oriented, self-motivated, and results-driven.
• Legally authorized to work in the United States without requiring employment visa sponsorship now or in the future.

Nice To Haves

• College degree preferred.
• Industry experience is a plus.

Responsibilities

• Support FAs, PWAs, and teams in cultivating and enhancing new and existing client relationships.
• Execute money movement transactions at the request of clients and/or FAs or PWAs.
• Answer general non-investment-related account questions, including relaying stock positions and providing account balances, funds due, and margin debit information.
• Enter profile information or pre-fill account documentation in a clerical capacity at the direction of clients and/or FAs or PWAs.
• Educate clients about or enroll them in digital tools such as MSOnline, eSign, and eAuthorization.
• Support the marketing strategy of FAs, PWAs, and teams, including website maintenance.
• Assist FAs, PWAs, and teams in delivering their business plans and client service models.
• Remain current on policies, procedures, and new platforms.
• Participate in firm initiatives, training or education programs, special projects, and other duties directed by local management.
• Answer inbound calls and make outbound calls, including scheduling follow-up calls with FAs, PWAs, or teams as needed.
• Manage calendars and coordinate meetings or events, including preparing materials, maintaining agendas, and sending calendar invitations with Zoom credentials.
• Maintain travel itineraries, prepare expense reports, and manage the reimbursement process.
• Provide general in-office support, including copying, filing, and scanning documents.
• Prepare and submit expense reports for processing at the direction of the FA or PWA.

Benefits

• Comprehensive employee benefits and perks.
• Commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive packages may be part of total compensation, depending on the position.
• Morgan Stanley-sponsored benefit programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED