Client Service Associate

Position Summary

The Client Service Associate helps shape the future of service by modernizing the client experience with an elevated standard of care at Morgan Stanley. This role is crucial for aiding business growth by fully leveraging the firm’s capabilities to provide the best service.

Client Support

• Cultivate and enhance client relationships through active communication.
• Process client requests and resolve inquiries effectively.
• Guide clients through firm services including digital offerings.
• Authenticate client requests and onboard client accounts.
• Review and act on client account alerts promptly.

Other Responsibilities

• Partner with Financial Advisors to develop business plans.
• Support marketing strategies including digital and social media.
• Participate in training, professional development and firm initiatives.
• Handle administrative tasks like travel arrangements and meetings coordination.

Education, Experience, Knowledge, And Skills

• High School Diploma required; College degree preferred.
• Industry experience is advantageous.
• Willingness to obtain relevant financial certifications.
• Strong computer and Microsoft Office skills.
• Exceptional writing, interpersonal, and client service skills.
• Detail oriented with superior organizational capabilities.
• A team player with ability to work in a fast-paced environment.

About Morgan Stanley

Morgan Stanley has 89+ years of history serving clients while committing to diversity, excellence, and community. The firm supports employee growth with comprehensive benefits and opportunities to evolve within its global network.

Key skills/competency

• Client Relationship
• Account Onboarding
• Digital Platforms
• Administrative Support
• Communication
• Organizational Skills
• Teamwork
• Microsoft Office
• Authentication
• Financial Services