Client Service Associate

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This key role requires an understanding of firm policies, procedures, and firm capabilities in order to deliver the full firm to clients.

• Cultivate and enhance new and existing client relationships through active communication, processing client requests, resolving inquiries, providing guidance, and ensuring key information and documentation remain current.
• Identify and assist with firm services and solutions that support client needs, including banking products and services and secure digital offerings such as Morgan Stanley Online and Morgan Stanley Mobile.
• Confirm authorization and authenticate client when processing requests.
• Onboard and maintain client accounts, including collecting client information and required documentation, and processing money movement transactions as an example.
• Review and take appropriate action on client account alerts.
• Partner with Financial Advisors in developing a business plan and delivering against a client service model.
• Support the team’s marketing strategy by maintaining marketing materials, digital and social media platforms, and planning client events and seminars.
• Actively engage in available training and education programs, including firm strategic priorities, professional development, staying current on policies, procedures, new platforms, and attend scheduled targeted/monthly field service professional and/or training calls.
• Perform administrative duties that support Financial Advisors in daily business practices, including telephone coverage, business travel arrangements, coordination of client meetings, preparing travel and expense reports, and file and calendar maintenance.
• Proactively participate in firm initiatives directed by local management.
• Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors.

• High School Diploma or Equivalency;
  College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Strong computer skills and knowledge of Microsoft Office products.
• Exceptional writing, interpersonal, and client‑service skills.
• Detail‑oriented with superior organizational skills and ability to prioritize tasks.
• Team player with ability to collaborate with others.
• Ability to work in a fast‑paced, evolving environment.
• Goal‑oriented, self‑motivated and results driven.

Reports to:

Business Service Manager

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross‑section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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