Part-Time Client Service Associate

Morgan Stanley•Albuquerque, NM

18h

About The Position

Client Service Associates provide exceptional service to clients and support Financial Advisors, Private Wealth Advisors, and their teams on a daily basis. Through regular client interactions, they build trusted relationships and help clients with everyday needs, using a client-first approach and strong interpersonal skills. The role also provides administrative support to the advisor or team.

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 attention to detail, organizational skills, and 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.
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

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 and/or advisors.
Answer general non-investment-related questions about client accounts, including relaying stock positions and account balances.
Enter profile information or pre-fill client account documentation in a clerical capacity at the direction of clients and/or advisors.
Educate or enroll clients in digital tools, such as MSOnline, eSign, and eAuthorization.
Support the advisors’ and teams’ marketing strategies, such as website maintenance.
Assist advisors and teams in delivering their business plans and client service models.
Stay current on 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 and make outbound calls, including scheduling follow-up calls with advisors 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 functions such as copying, filing, and scanning documentation.
Prepare and submit expense reports for processing at the direction of the advisor.