Morgan Stanley
Join to apply for the
Client Service Associate
role at
Morgan Stanley .
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client‑first mindset, a successful candidate will have strong interpersonal skills and will be able to 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).
Enter profile information or pre‑fill 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).
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 (e.g., training or education programs), special projects and/or other duties directed by local management.
ADMINISTRATIVE SUPPORT
Answer inbound phone calls or make outbound calls (e.g., scheduling follow‑up calls with FAs/PWAs/teams as needed).
Manage the calendar, including coordinating meetings or events and preparing logistics (e.g., maintaining agendas, sending calendar invites with Zoom credentials).
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.
EDUCATION, EXPERIENCE, KNOWLEDGE, AND SKILLS
High School Diploma/Equivalency (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 orientated 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 able to multi‑task.
Goal oriented, self‑motivated and results driven.
REPORTS TO
Business Service Officer
What You Can Expect From Morgan Stanley We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—aren’t just beliefs, they guide the decisions we make every day to do what’s best for our clients, communities and our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work‑life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
Salary range for the position: [$55,000 - $95,000] Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which may also include a discretionary bonus component.
Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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Client Service Associate
role at
Morgan Stanley .
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client‑first mindset, a successful candidate will have strong interpersonal skills and will be able to 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).
Enter profile information or pre‑fill 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).
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 (e.g., training or education programs), special projects and/or other duties directed by local management.
ADMINISTRATIVE SUPPORT
Answer inbound phone calls or make outbound calls (e.g., scheduling follow‑up calls with FAs/PWAs/teams as needed).
Manage the calendar, including coordinating meetings or events and preparing logistics (e.g., maintaining agendas, sending calendar invites with Zoom credentials).
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.
EDUCATION, EXPERIENCE, KNOWLEDGE, AND SKILLS
High School Diploma/Equivalency (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 orientated 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 able to multi‑task.
Goal oriented, self‑motivated and results driven.
REPORTS TO
Business Service Officer
What You Can Expect From Morgan Stanley We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—aren’t just beliefs, they guide the decisions we make every day to do what’s best for our clients, communities and our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work‑life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
Salary range for the position: [$55,000 - $95,000] Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which may also include a discretionary bonus component.
Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
#J-18808-Ljbffr