Client Service Associate

Morgan Stanley • Yakima, WA

2d • $55,000 - $95,000

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 clients with everyday needs using a client-first approach. The role combines client account support with administrative and office responsibilities. 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).
• Must speak Mandarin.
• 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 FAs, PWAs, and teams 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 providing account balances, funds due, and margin debit information.
• Enter profile information or pre-fill account documentation in a clerical capacity at the direction of clients and/or FAs or PWAs.
• Educate clients about or enroll them in digital tools such as MSOnline, eSign, and eAuthorization.
• Support the marketing strategy of FAs, PWAs, and 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, including 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 with FAs, PWAs, or teams 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 FA or PWA.

Benefits

• Medical insurance
• Prescription drug coverage
• Dental insurance
• Vision insurance
• 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
• 10 paid holidays
• 401(k)
• Short- and long-term disability
• Potential eligibility for an annual discretionary incentive compensation award and relevant business unit incentive compensation plan, which may include a discretionary bonus
• Other special employee perks

What This Job Offers

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