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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 involves building trusted relationships through client interactions, requiring strong interpersonal skills and a client-first mindset to assist with everyday needs.

Responsibilities

Provide service coverage for FAs/PWAs/teams.
Support FAs/PWAs/teams in cultivating and enhancing client relationships.
Execute money movement transactions at the request of the client and/or FA/PWA.
Answer general non-investment related questions concerning client accounts.
Enter profile information or pre-fill account documentation at the direction of the client and/or FA/PWA.
Educate or enroll clients in digital tools.
Support FAs/PWAs/teams’ marketing strategy.
Assist FAs/PWAs/teams in delivering against their business plan and client service model.
Remain current on all policies, procedures, and new platforms.
Participate in firm initiatives, special projects, and/or other duties directed by local management.
Answer inbound phone calls or make outbound calls.
Manage calendars, including coordinating meetings or events with logistics.
Maintain travel itineraries, prepare expense reports, and manage the reimbursement process.
Assist with general in-office support functions such as copying, filing, and scanning documentation.
Prepare and submit expense reports for processing at the direction of the FA/PWA.

Requirements

Applicants must be legally authorized to work in the United States.
Applicants must not require, now or in the future, sponsorship for employment visa status.

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.

Experience Level

Industry experience is a plus.

Education Level

High School Diploma/Equivalency
College degree preferred

Salary/Compensations

$17 - $43.27 per hour

Benefits

Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
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 been operating for 90 years.
Values include putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back.
Morgan Stanley has over 80,000 employees in 1,200 offices across 42 countries.
The company fosters an environment where employees are supported and empowered.
Teams are described as relentless collaborators and creative thinkers, fueled by diverse backgrounds and experiences.
There are ample opportunities for career advancement within the business.

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.