Client Service Associate

Morgan Stanley•Atlanta, GA

14d

About The Position

Client Service Associates provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their teams on a daily basis. Through regular client interactions, they build trusted relationships and help clients with everyday needs, with a client-first mindset and strong interpersonal skills. The role provides client-service and administrative support, including assisting with client relationships and account-related requests, supporting digital tools and marketing activities, and helping advisors deliver their business plans and service models. Administrative duties include managing calls, calendars, meeting logistics, travel itineraries, expense reports, and general in-office functions. Applicants must be legally authorized to work in the United States and must not require current or future sponsorship for employment visa status. Morgan Stanley states that it is an equal opportunity employer committed to diversity and inclusion.

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 current or future employment visa sponsorship.

Nice To Haves

College degree preferred.
Industry experience is a plus.

Responsibilities

Support Financial Advisors, Private Wealth Advisors, and teams in cultivating and enhancing new and existing client relationships.
Execute money movement transactions at the request of clients and/or advisors.
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 advisors.
Educate or enroll clients in digital tools such as MSOnline, eSign, and eAuthorization.
Support advisors’ and teams’ marketing strategies, including website maintenance.
Assist advisors 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 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.
Provide general in-office support, including copying, filing, and scanning documentation.
Prepare and submit expense reports for processing at the direction of the advisor.