Client Service Associate

Client Service Associate at Morgan Stanley

Client Service Associates at Morgan Stanley are pivotal in delivering exceptional client service and providing daily support to Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their teams. Through consistent client interactions, individuals in this role cultivate trusted relationships. Leading with a client-first mindset, a successful candidate will possess strong interpersonal skills and effectively assist clients with their everyday needs.

DUTIES AND RESPONSIBILITIES

CLIENT SUPPORT

• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships.
• Executing money movement transactions at 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 at the direction of 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.

ADMINISTRATIVE SUPPORT

• 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, EXPERIENCE, KNOWLEDGE, AND SKILLS

Required Qualifications

• High School Diploma/Equivalency.

Preferred Qualifications

• 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).

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 with others.
• Ability to work in a fast-paced, evolving environment.
• Adaptable and ability to multi-task.
• Goal-oriented, self-motivated, and results-driven.

Key skills/competency

• Client Service
• Financial Advisor Support
• Relationship Management
• Account Management
• Transaction Processing
• Digital Tool Education
• Marketing Assistance
• Administrative Tasks
• Expense Reporting
• Compliance