Client Service Associate

Morgan Stanley • Austin, TX

8d

About The Position

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The role supports the development and growth of business by engaging clients and using the full capabilities of the firm. It requires understanding firm policies, procedures, and capabilities in order to deliver the full firm to clients. The associate works with Financial Advisor(s), provides client and administrative support, and contributes to marketing and business-planning efforts.

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).
• Strong computer skills and knowledge of Microsoft Office products.
• Exceptional writing, interpersonal, and client service skills.
• Detail-oriented, with superior organizational skills and the ability to prioritize tasks.
• Ability to work collaboratively as a team player.
• Ability to work in a fast-paced, evolving environment.
• Goal-oriented, self-motivated, and results-driven.
• 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.

Nice To Haves

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

Responsibilities

• Cultivate and enhance new and existing client relationships through active communication, processing requests, resolving inquiries, providing guidance, and keeping key information and documentation current.
• Identify and assist with firm services and solutions that support client needs, including banking products and services and secure digital offerings such as Morgan Stanley Online and Morgan Stanley Mobile.
• Confirm authorization and authenticate clients when processing requests.
• Onboard and maintain client accounts, including collecting client information and required documentation and processing transactions such as money movement.
• Review client account alerts and take appropriate action.
• Partner with Financial Advisor(s) to develop a business plan and deliver a client service model.
• Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars.
• Participate in available training and education programs, including firm strategic priorities and professional development; stay current on policies, procedures, and new platforms; and attend scheduled targeted/monthly field service professional and/or training calls.
• Perform administrative duties supporting Financial Advisors’ daily business practices, including telephone coverage, business travel arrangements, coordination of client meetings, preparation of travel and expense reports, and file and calendar maintenance.
• Proactively participate in firm initiatives directed by local management.
• Seek opportunities to use firm resources for peer sharing and collaboration with Financial Advisors.

Benefits

• Morgan Stanley states that it offers attractive and comprehensive employee benefits and perks and supports employees and their families throughout their work-life journey.
• Opportunity to move within the business for employees who demonstrate passion and grit.

What This Job Offers

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