Client Service Associate

POSITION SUMMARY:

Client Service Associates provide exceptional service to our clients and support Financial Advisors (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 for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions on the request of the client and/or FA/PWA
• Answering general non‑investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
• Entering profile information or pre‑filling account documentation on client accounts and/or documents in a clerical capacity as directed by the client and/or FA/PWA
• Educating or enrolling clients in digital tools (e.g., MSOnline, eSign, eAuthorization)
• Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance)
• Assisting FAs/PWAs/teams in delivering against their business plan and client service model
• Remaining current on all policies, procedures and new platforms
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

• Answering inbound phone calls or making outbound calls (e.g., scheduling follow‑up calls with FAs/PWAs/teams as needed)
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
• Assisting with general in‑office support functions such as copying, filing and scanning documentation
• Preparing and submitting 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 Series 7 (GS), 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 able to multi‑task
• Goal oriented, self‑motivated and results driven

Reports to:

Business Service Officer

Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V

Salary range for the position: $32,900 to $90,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award and for participation in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component.

• Medical, Prescription Drug, Dental, Vision and Health Savings Account
• Dependent Day Care Savings Account
• Life Insurance, Disability and other insurance plans
• Paid Time Off (including sick leave consistent with state and local law, parental leave and vacation days annually)
• 10 paid holidays
• 401(k)
• Short‑Term and Long‑Term Disability
• Other special perks reserved for employees

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 a strong commitment to a culture of inclusion, where individuals are hired, developed and advanced based on their skills and talents.