Client Service Associate

Morgan Stanley • Wellesley, MA

19d • $31,200 - $90,000

About The Position

Client Service Associates provide exceptional service to clients and support Financial Advisors, Private Wealth Advisors, and their teams. Through regular client interactions, they build trusted relationships and assist clients with everyday needs, using a client-first approach and strong interpersonal skills.

The role provides client service and administrative support. Client support includes assisting with client relationships, processing money movement transactions at clients’ or advisors’ request, answering general non-investment account questions, entering profile information or pre-filling account documents in a clerical capacity, helping clients use digital tools, and supporting team marketing and business plans. Administrative work includes handling calls, coordinating calendars and meeting logistics, maintaining travel itineraries, preparing expense reports, and providing general in-office support.

The position reports to a Business Service Officer. Applicants must be legally authorized to work in the United States and must not require employment visa sponsorship now or in the future.

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.
• Industry experience.

Responsibilities

• Support Financial Advisors, Private Wealth Advisors, and teams in cultivating and enhancing new and existing client relationships.
• Execute money movement transactions at the request of clients and/or advisors.
• Answer general, non-investment-related questions about client accounts, including relaying stock positions and providing account balances.
• Enter profile information or pre-fill client account documentation in a clerical capacity at the direction of clients and/or advisors.
• Educate clients about or enroll them in digital tools such as MSOnline, eSign, and eAuthorization.
• Support advisor and team marketing strategies, such as website maintenance.
• Assist advisors 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 advisors or teams.
• 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 documentation.
• Prepare and submit expense reports for processing at the direction of the advisor.

Benefits

• Comprehensive employee benefits and perks.
• Potential commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive packages, depending on the position.

What This Job Offers

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