Client Service Associate

Client Service Associate - Morgan Stanley

Morgan Stanley is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors (FAs)/ Private Wealth Advisors (PWAs)/ teams. This role focuses on building trusted relationships through daily client interactions, requiring a client-first mindset, strong interpersonal skills, and the ability to assist clients with their everyday needs.

Duties and Responsibilities

Client Support

• Provide service coverage for FAs/PWAs/teams, supporting them in cultivating and enhancing client relationships.
• Execute money movement transactions as requested by clients or FAs/PWAs.
• Answer general, non-investment related questions concerning client accounts, including providing stock positions and account balances.
• Enter profile information and pre-fill account documentation at the direction of clients or FAs/PWAs.
• Educate and enroll clients in digital tools such as MSOnline, eSign, and eAuthorization.
• Support FAs/PWAs/teams’ marketing strategies, including website maintenance.
• Assist FAs/PWAs/teams in achieving their business plans and client service models.
• Remain current on all firm policies, procedures, and new platforms.
• Participate in firm initiatives, special projects, and other duties as directed by management.

Administrative Support

• Handle inbound phone calls and make outbound calls, scheduling follow-up appointments as needed.
• Manage calendars, coordinating meetings and events with logistical support like material preparation.
• Maintain travel itineraries, prepare expense reports, and manage the reimbursement process.
• Provide general in-office support, including copying, filing, and scanning documentation.
• Prepare and submit expense reports for processing.

Education, Experience, Knowledge, and Skills

Education and/or Experience

• High School Diploma/Equivalency required.
• 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) licenses.

Knowledge/Skills

• 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 effectively.
• Ability to thrive in a fast-paced, evolving environment.
• Adaptable and capable of multi-tasking.
• Goal-oriented, self-motivated, and results-driven.

Reports To

Business Service Officer

What You Can Expect From Morgan Stanley

Morgan Stanley has been raising, managing, and allocating capital for clients for 90 years. Our core values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide our daily decisions. We offer an environment where you can work alongside talented individuals, with support and empowerment. Our teams are collaborative and creative, fueled by diverse backgrounds and experiences. We support employees and their families with comprehensive benefits and perks, and offer ample opportunities for career advancement for those who demonstrate passion and grit.

Expected base pay rates for this role are between $34,320 and $90,000 per year. This is a base salary range, and total compensation may include commission earnings, incentive compensation, discretionary bonuses, and other benefits.

Key Skills/Competency

• Client Service
• Financial Advisor Support
• Money Movement
• Account Management
• Digital Tools
• Administrative Support
• Relationship Building
• Communication Skills
• Organizational Skills
• Microsoft Office Suite