Client Service Associate

Morgan Stanley•Tyler, TX

12d

About The Position

The Client Service Associate helps modernize the client experience through an elevated standard of care. The role supports the development and growth of business by engaging clients and utilizing the firm's capabilities. It requires familiarity with firm policies, procedures, and services to deliver the full range of the firm to clients. The associate cultivates client relationships, processes requests, resolves inquiries, helps clients use firm services and digital tools, and supports account onboarding and maintenance. The role also partners with Financial Advisors on business planning, client service, marketing, and day-to-day administrative work.

Requirements

High school diploma or equivalency.
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.
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

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 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 Advisors in developing a business plan and delivering 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, keep current on firm priorities, policies, procedures, and platforms, and attend scheduled field service professional or training calls.
Perform administrative duties supporting Financial Advisors, including telephone coverage, travel arrangements, coordinating client meetings, preparing travel and expense reports, and maintaining files and calendars.
Participate proactively in firm initiatives directed by local management.
Seek opportunities to use firm resources for peer sharing and collaboration with Financial Advisors.