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About the Role

Client Service Associates provide exceptional service to clients and support Financial Advisors (FAs)/ Private Wealth Advisors (PWAs)/ teams daily. This role builds trusted relationships through client interactions, requiring strong interpersonal skills to assist clients with their everyday needs.

Responsibilities

• 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
• Entering profile information or pre-filling account documentation in a clerical capacity at the direction of the client and/or FA/PWA
• Educating or enrolling clients in digital tools
• Supporting the FAs/PWAs/teams’ marketing strategy
• 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, special projects and/or other duties directed by local management
• Answering inbound phone calls or making outbound calls
• Managing the calendar including coordinating meetings or events with logistics
• 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

Requirements

• High School Diploma/Equivalency
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

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

Location

• 42 countries

Work Type

• Full-time

Experience Level

• Industry experience is a plus

Education Level

• College degree preferred

Salary/Compensations

• $35,360 - $90,000 per year

Benefits

• Attractive and comprehensive employee benefits and perks in the industry
• Total compensation package may include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

About the Company

• Morgan Stanley raises, manages and allocates capital for clients, helping them reach their goals.
• The company has a 90-year history.
• Morgan Stanley's values include putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back.
• The company has over 80,000 employees in 1,200 offices across 42 countries.
• Morgan Stanley provides an environment where employees are supported and empowered.
• Teams are described as relentless collaborators and creative thinkers, fueled by diverse backgrounds and experiences.
• There is ample opportunity to move about the business for those who show passion and grit.

Equal Opportunity

• Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
• Recruiting efforts reflect a strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
• The workforce reflects a broad cross-section of the global communities in which the company operates, bringing a variety of backgrounds, talents, perspectives, and experiences.