Client Service Associate

Morgan Stanley • Utica, NY

2d

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 assist clients with everyday needs, leading with a client-first mindset. The position also provides administrative and operational support to the advisor or team, including communications, scheduling, documentation, and expense processing. The role reports to the 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 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, funds due, and margin debit information.
• Enter profile information or pre-fill client account documentation in a clerical capacity at the direction of clients and/or FAs or PWAs.
• Educate clients about or enroll them in digital tools such as MSOnline, eSign, and eAuthorization.
• Support advisor and team marketing strategies, including website maintenance.
• Assist FAs, PWAs, and teams in delivering 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.
• 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 offers employee benefits and perks, described as among the most attractive and comprehensive in the industry.
• Depending on the position, total compensation may include commission earnings, incentive compensation, discretionary bonuses, other short- and long-term incentive packages, and Morgan Stanley-sponsored benefit programs.

What This Job Offers

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