Client Service Associate

Job Summary

Client Service Associates provide exceptional service to our clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and teams on a daily basis. Through regular interactions, they build trusted relationships and assist clients with their everyday needs.

• Support the FA/PWA/team in cultivating and enhancing new and existing client relationships.
• Execute money movement transactions at the client’s or FA/PWA’s request.
• Answer general non‑investment related questions concerning client accounts, including relaying stock positions and providing account balances.
• Enter profile information or pre‑fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA.
• Educate or enroll clients in digital tools (e.g., MSOnline, eSign, eAuthorization).
• Support the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance).
• Assist FAs/PWAs/teams in delivering against their business plan and client service model.
• Remain current on all policies, procedures and new platforms.
• Participate in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management.

• Answer inbound phone calls or make outbound calls (e.g., scheduling follow‑up calls with FAs/PWAs/teams as needed).
• Manage the calendar, including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites 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 FA/PWA.

• Education and/or Experience
• High School Diploma/Equivalency.
• College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series7 (GS), Series
  66 (AG/RA) or Series
  63 (AG) and Series
  65 (RA).
• Knowledge/Skills
• Detail‑oriented with superior organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Exceptional writing, interpersonal and client service skills.
• Strong time‑management skills.
• Team player with the ability to collaborate with others.
• Ability to work in a fast‑paced, evolving environment.
• Adaptable and able to multi‑task.
• Goal‑oriented, self‑motivated and results driven.

Business Service Officer.

Salary range: $33,113–$90,000 per year. Eligible for an annual discretionary incentive compensation award and possible participation in the relevant business unit’s incentive compensation plan.

Morgan Stanley offers a comprehensive benefits program, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and other insurance plans, Paid Time Off (including Sick Leave, Parental Leave and vacation days), 10 Paid Holidays, 401(k) and Short/Long‑Term Disability.

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.