Client Service Associate
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 assists with developing and growing business through engaging clients and using the firm’s full capabilities. It requires an understanding of firm policies, procedures, and capabilities to deliver the full firm to clients. The position supports Financial Advisors with client service, account administration, marketing, and daily business practices. 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 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 orientation, superior organizational skills, and ability to prioritize tasks.
- Ability to collaborate with others as a team player.
- Ability to work in a fast-paced, evolving environment.
- 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
- Cultivate and enhance new and existing client relationships through active communication, processing client requests, resolving inquiries, providing guidance, and keeping key information and documentation current.
- Identify and assist with firm services and solutions that meet 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 against 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 or monthly field service professional and/or training calls.
- Perform administrative duties supporting Financial Advisors’ daily business practices, including telephone coverage, business travel arrangements, coordinating client meetings, preparing travel and expense reports, and maintaining files and calendars.
- 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 describes its employee benefits and perks as attractive and comprehensive, but does not specify individual benefits in the posting.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
