Client Service Associate

Morgan Stanley • Seattle, WA

1d • Onsite

About The Position

Client Service Associates at Morgan Stanley provide exceptional service to clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. This role involves building trusted relationships through regular client interactions, leading with a client-first mindset, and assisting clients with their everyday needs. A successful candidate will possess strong interpersonal skills. The position is integral to helping clients reach their goals, guided by Morgan Stanley's core values of putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back. Employees are supported and empowered in an environment of relentless collaboration and creative thinking, with opportunities for professional growth and comprehensive benefits.

Requirements

• High School Diploma/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 ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task
• Goal oriented, self-motivated and results driven

Nice To Haves

• College degree preferred
• Industry experience is a plus

Responsibilities

• Provide service coverage for a FA/PWA/team
• Support the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Execute money movement transactions at the request of the client and/or FA/PWA
• Answer general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
• Educate or enroll clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Support the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance)
• Assist FAs/PWAs/teams in delivering against their business plan and client service model
• Remain current on all policies, procedures and new platforms
• Participate in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
• Answer inbound phone calls or make outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
• Manage the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites 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/PWA

Benefits

• Medical
• Prescription Drug
• Dental
• Vision
• 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 and X Vacation Days annually)
• 10 Paid Holidays
• 401(k)
• Short/Long Term Disability
• Other special perks reserved for our employees

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees