Client Service Associate

Morgan Stanley•Atlanta, GA

12d

About The Position

Client Service Associates provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their teams on a daily basis. Through regular client interactions, they build trusted relationships and help address everyday client needs with a client-first mindset. The role also provides administrative and operational support to advisor teams, helps deliver their business plans and service models, and participates in firm initiatives and special projects.

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 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 advisor and team marketing strategies, such as website maintenance.
Assist FAs, PWAs, 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 with advisor 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 in-office support functions such as copying, filing, and scanning documents.
Prepare and submit expense reports for processing at the direction of the FA or PWA.