Client Service Associate

Morgan Stanley • Bee Cave, TX

10d

About The Position

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The role assists with the development and growth of business by engaging clients and using the full capabilities of the firm. It requires an understanding of firm policies, procedures, and capabilities to deliver the full range of the firm’s resources to clients.

The associate supports client relationships and account servicing, partners with Financial Advisors on business and client-service plans, contributes to marketing activities, participates in training and firm initiatives, and performs administrative duties that support Financial Advisors’ daily business practices.

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).
• Strong computer skills and knowledge of Microsoft Office products.
• Exceptional writing, interpersonal, and client service skills.
• Detail-oriented, with superior organizational skills and the ability to prioritize tasks.
• Ability to collaborate with others as a team player.
• Ability to work in a fast-paced, evolving environment.
• 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

• Cultivate and enhance new and existing client relationships through active communication, processing requests, resolving inquiries, providing guidance, and keeping key information and documentation current.
• Identify and assist with firm services and solutions that support clients’ needs, including banking products and services and secure digital offerings such as Morgan Stanley Online and Morgan Stanley Mobile.
• Confirm authorization and authenticate clients when processing requests.
• Onboard and maintain client accounts, including collecting client information and required documentation and processing transactions such as money movement.
• Review client account alerts and take appropriate action.
• Partner with Financial Advisor(s) to develop a business plan and deliver a client service model.
• Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars.
• Participate in available training and education programs, stay current on firm strategic priorities, policies, procedures, and new platforms, and attend scheduled targeted or monthly field service professional and training calls.
• Perform administrative duties supporting Financial Advisors’ daily business practices, including telephone coverage, business travel arrangements, coordination of client meetings, preparation of travel and expense reports, and file and calendar maintenance.
• Proactively participate in firm initiatives directed by local management.
• Seek opportunities to use firm resources for peer sharing and collaboration with Financial Advisors.

Benefits

• Morgan Stanley describes its employee benefits and perks as among the most attractive and comprehensive in the industry and notes support for employees and their families throughout their work-life journey.

What This Job Offers

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