Client Service Associate

Morgan Stanley•Medford, OR

12d

About The Position

Client Service Associates provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their teams on a daily basis. Through regular client interactions, they build trusted relationships and help clients with everyday needs while maintaining a client-first mindset. The role also provides administrative and operational support, including managing communications, calendars, travel arrangements, expenses, and in-office functions. The position requires legal authorization to work in the United States without now or future need for employment visa sponsorship. Morgan Stanley describes an inclusive, collaborative work environment and offers comprehensive employee benefits and perks, with opportunities to move within the business for employees who demonstrate passion and commitment.

Requirements

High school diploma or equivalency.
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.
Must be legally authorized to work in the United States and must not require 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 a client and/or FA/PWA.
Answer general non-investment-related account questions, including relaying stock positions and account balances such as funds due and margin debit.
Enter profile information or pre-fill client account documentation in a clerical capacity at the direction of the client and/or FA/PWA.
Educate or enroll clients 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 against 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 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 reimbursement processes.
Provide general in-office support, including copying, filing, and scanning documentation.
Prepare and submit expense reports for processing at the direction of the FA/PWA.