Client Service Associate

Morgan Stanley • Homewood, AL

6d

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 with clients’ everyday needs while maintaining a client-first mindset.

The role provides client support and administrative assistance, including helping advisors cultivate client relationships, processing requested money movement transactions, answering general non-investment account questions, completing clerical account documentation, and helping clients use digital tools. Associates also support team marketing and business plans, stay current on firm policies and platforms, and participate in firm initiatives and projects. Administrative work includes handling calls, calendars, meeting logistics, travel itineraries, expense reports, and general in-office support.

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 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.
• 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 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 concerning client accounts, including relaying stock positions and account balances.
• Enter profile information or pre-fill 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 advisor and team marketing strategies, such as website maintenance.
• Assist advisors and teams in delivering their business plans and client service models.
• Remain 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 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 in-office support functions such as copying, filing, and scanning documentation.
• Prepare and submit expense reports for processing at the direction of the advisor.

Benefits

• The company describes its employee benefits and perks as attractive and comprehensive, but does not specify individual benefits.

What This Job Offers

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