Client Service Associate
Morgan Stanley•Wellesley, MA
•$15 - $43
About The Position
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors, Private Wealth Advisors, and their teams. Through regular client interactions, they build trusted relationships and assist with everyday client needs using a client-first approach. The role combines client service and clerical support for account transactions and documentation with administrative support, including calls, calendar coordination, travel and expense tasks, and general office functions.
Requirements
- High school diploma or equivalency.
- Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
- Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
- Detail-oriented with strong 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.
Nice To Haves
- College degree.
- Two or more years of industry experience.
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 or the FA/PWA/team.
- Answer general non-investment-related account questions, including relaying stock positions and providing account balances.
- Enter client profile information and pre-fill account documentation in a clerical capacity at the direction of the client or FA/PWA/team.
- Educate clients about or enroll them in digital tools such as MSOnline, eSign, and eAuthorization.
- Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client or FA/PWA/team.
- Provide existing clients with account information, such as investment objectives and risk tolerance.
- Accept or enter unsolicited orders and enter solicited orders in a clerical capacity at the direction of the FA/PWA/team.
- Support the marketing strategy of FAs, PWAs, and teams, including website maintenance.
- Assist FAs, PWAs, and teams in delivering their business plan and client service model.
- Remain current on firm policies, procedures, and new platforms.
- Participate in firm initiatives, training or education programs, special projects, and other duties directed by local management.
- Answer inbound calls or make outbound calls to provide service-request updates, 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.
- Assist with general in-office support, including copying, filing, and scanning documents.
- Prepare and submit expense reports for processing at the direction of the FA/PWA.
Benefits
- Morgan Stanley-sponsored employee benefit programs and perks; specific programs are not listed.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
