Client Service Associate
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 with clients’ everyday needs, working with a client-first mindset. The role also provides administrative and operational support, including handling client requests, coordinating schedules and meetings, and maintaining documentation. The position 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 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 an FA, PWA, or team 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 the client and/or FA or PWA.
- 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, and teams in delivering against their business plans and client service models.
- 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 phone calls or 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
- 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
