Client Service Associate

Morgan Stanley • La Jolla, CA

1d

About The Position

Client Service Associates provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their teams. Through regular client interactions, they build trusted relationships and help clients with everyday needs, using a client-first approach. The role combines client support with administrative assistance, including money movement, account-related inquiries, documentation, digital tools, scheduling, and office functions. The position reports to the Business Service Officer.

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, 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 or enroll clients in digital tools such as MSOnline, eSign, and eAuthorization.
• Support the marketing strategy of FAs, PWAs, or teams, including website maintenance.
• Assist FAs, PWAs, or teams in delivering against their business plan and client service model.
• 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 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.
• Assist with general in-office support such as copying, filing, and scanning documentation.
• Prepare and submit expense reports for processing at the direction of the FA or PWA.

Benefits

• Comprehensive employee benefits and perks.
• Benefit programs supporting employees and their families throughout their work-life journey.
• 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