Client Service Associate

Morgan Stanley • Wellesley, MA

17d

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 meet clients’ everyday needs with a client-first mindset. The role also provides administrative support, helps advisors deliver against business plans and service models, and contributes to firm initiatives and projects.

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 is an equal opportunity employer committed to diversity and inclusion.

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, 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 questions about client accounts, including relaying stock positions and providing 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 or PWA.
• Educate or enroll clients in digital tools such as MSOnline, eSign, and eAuthorization.
• Support advisor and team marketing strategies, such as 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, including training or education programs, special projects, and other duties directed by local management.
• Answer inbound phone 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 documentation.
• Prepare and submit expense reports for processing at the direction of the FA or PWA.

Benefits

• Morgan Stanley-sponsored employee benefit programs and perks, described as comprehensive and attractive.
• 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
• Career Level: Entry Level
• Education Level: High school or GED