Client Service Associate

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Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client‑first mindset, a successful candidate must have strong interpersonal skills and be able to 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 request of the client and/or FA/PWA
• Answer general non‑investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
• 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., schedule 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., maintain agendas, send 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

• High School Diploma/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)

• Detail oriented with superior organizational skills and ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook, and 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 ability to multi‑task
• Goal‑oriented, self‑motivated and results driven

• Business Service Officer

We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide the decisions we make every day to do what’s best for our clients, communities, and more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work‑life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

There’s also ample opportunity to move about the business for those who show passion and grit in their work.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).