Client Service Associate

Morgan Stanley • Seattle, WA

3d

About The Position

Client Service Associates provide exceptional service to clients and daily support to 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 and strong interpersonal skills. The role combines client account support with administrative and office duties, and reports to the Business Service Officer.

Applicants must be legally authorized to work in the United States and must not require current or future employment visa sponsorship.

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 current or future employment visa sponsorship.

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 account balances.
• Enter profile information or pre-fill client 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 advisor and team marketing strategies, such as 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 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 functions such as copying, filing, and scanning documentation.
• Prepare and submit expense reports for processing at the direction of the FA or PWA.

Benefits

• Medical insurance
• Prescription drug coverage
• Dental insurance
• Vision insurance
• Health Savings Account
• Dependent Day Care Savings Account
• Life insurance
• Disability and other insurance plans
• Paid time off, including sick leave consistent with state and local law
• Parental leave
• 10 paid holidays
• 401(k)
• Short- and long-term disability
• Potential eligibility for an annual discretionary incentive compensation award
• Potential eligibility to participate in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component
• Additional employee perks

What This Job Offers

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