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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, including supporting relationship cultivation and enhancement.
Execute money movement transactions as requested by clients or FAs/PWAs.
Answer general, non-investment related questions concerning client accounts.
Enter profile information or pre-fill account documentation at the direction of clients or FAs/PWAs.
Educate or enroll clients in digital tools.
Support FAs/PWAs/teams' marketing strategies, such as website maintenance.
Assist FAs/PWAs/teams in achieving their business plans and client service models.
Stay current on all policies, procedures, and new platforms.
Participate in firm initiatives, special projects, and other duties directed by management.
Answer inbound phone calls and make outbound calls, including scheduling follow-up calls.
Manage calendars, coordinating meetings and events with logistics and material preparation.
Maintain travel itineraries, prepare expense reports, and manage the reimbursement process.
Assist with general in-office support functions like copying, filing, and scanning documentation.
Prepare and submit expense reports for processing at the direction of the FA/PWA.

Requirements

Must be legally authorized to work in the United States.
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.
Ability to work in a fast-paced, evolving environment.
Adaptable and able to multi-task.
Goal-oriented, self-motivated, and results-driven.

Location

United States

Work Type

Full-time

Experience Level

Industry experience is a plus

Education Level

High School Diploma/Equivalency
College degree preferred

Salary/Compensations

$16 - $43.27 per hour

Benefits

Attractive and comprehensive employee benefits and perks in the industry.
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Morgan Stanley sponsored benefit programs

About the Company

Morgan Stanley raises, manages, and allocates capital for clients, helping them reach their goals for 90 years.
Values: putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back.
Supports employees and their families with comprehensive benefits and perks.
Offers opportunities for career advancement.
Operates in 1,200 offices across 42 countries.

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.
Workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.