Client Service Associate

Morgan Stanley • San Francisco, CA

1d

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 help address clients’ everyday needs with a client-first mindset. The role combines client support with administrative and office coordination. Associates may support relationship development, process client-requested money movement, answer general non-investment account questions, enter profile information and pre-fill documentation at the direction of clients or advisors, and help clients use digital tools. They also support advisor marketing strategies, business plans, service models, and firm initiatives. Administrative duties include managing calls, calendars, meeting logistics and travel itineraries, preparing expense reports, and providing general in-office support.

The role requires a high school diploma or equivalent; a college degree is preferred. Industry experience is a plus. The associate must be willing to obtain the applicable securities licenses: Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA). The position reports to the Business Service Officer.

Expected base pay is $35,152–$90,000 per year at commencement of employment. Actual base pay is determined individually and is only part of total compensation, which may also include commission earnings, incentive compensation, discretionary bonuses, other short- and long-term incentive packages, and sponsored benefit programs. 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).
• 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 work collaboratively 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 account balances.
• Enter client profile information or pre-fill account documentation in a clerical capacity at the direction of clients and/or FAs or PWAs.
• Educate or enroll clients in digital tools such as MSOnline, eSign, and eAuthorization.
• Support advisor and team marketing strategies, including website maintenance.
• Assist FAs, PWAs, 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 phone calls and make outbound calls, including scheduling follow-up calls 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

• Morgan Stanley-sponsored employee benefit programs and perks, described as attractive and comprehensive.
• Total compensation may include commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive packages.

What This Job Offers

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