Client Service Associate

Morgan Stanley•Medford, OR

10d

About The Position

Client Service Associates provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and teams on a daily basis. Through regular client interactions, they build trusted relationships and help address clients’ everyday needs with a client-first mindset. The role combines client service and administrative support, including account-related assistance, digital tools, scheduling, travel and expense coordination, and general office functions. The position reports to the Business Service Officer.

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 collaborate with others 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, or 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 questions about client accounts, including relaying stock positions and providing account balances.
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, or teams, such as maintaining websites.
Assist FAs, PWAs, or teams in delivering against their business plans and client service models.
Remain current on policies, procedures, and new platforms.
Participate in firm initiatives, special projects, and other duties directed by local management.
Answer inbound calls and make outbound calls, including scheduling follow-up calls 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.
Assist with general in-office support functions such as copying, filing, and scanning documentation.
Prepare and submit expense reports for processing at the direction of the FA or PWA.