Morgan Stanley
Client Service Associates provide exceptional service to our clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and 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 for this role 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)
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 Education and/or Experience:
High School Diploma/Equivalency
College degree preferred
Morgan Stanley EOE committed to diversifying its workforce.
Industry experience is a plus.
Willingness to obtain Series 7 (GS), 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
Adaptability and ability to multi‑task
Goal oriented, self‑motivated and results driven
Reports to: Business Service Officer
WHAT YOU CAN EXPECT FROM MORGANT STANLEY We are committed to maintaining the first‑class service and high standard of excellence defined by 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 – guide our daily decisions. You’ll work alongside talented colleagues in an environment that supports and empowers you. Morgan Stanley offers a comprehensive benefits package, 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, Parental Leave and 10 Vacation Days annually, 10 Paid Holidays, 401(k), and Short/Long‑Term Disability.
Job Posting Pay Range: $16.66 per hour – $40.87 per hour. The successful candidate may be eligible for an annual discretionary incentive compensation award and a discretionary bonus component within the relevant business unit’s incentive compensation plan.
Morgan Stanley is an equal‑opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). The firm ensures equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, 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.
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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 Education and/or Experience:
High School Diploma/Equivalency
College degree preferred
Morgan Stanley EOE committed to diversifying its workforce.
Industry experience is a plus.
Willingness to obtain Series 7 (GS), 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
Adaptability and ability to multi‑task
Goal oriented, self‑motivated and results driven
Reports to: Business Service Officer
WHAT YOU CAN EXPECT FROM MORGANT STANLEY We are committed to maintaining the first‑class service and high standard of excellence defined by 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 – guide our daily decisions. You’ll work alongside talented colleagues in an environment that supports and empowers you. Morgan Stanley offers a comprehensive benefits package, 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, Parental Leave and 10 Vacation Days annually, 10 Paid Holidays, 401(k), and Short/Long‑Term Disability.
Job Posting Pay Range: $16.66 per hour – $40.87 per hour. The successful candidate may be eligible for an annual discretionary incentive compensation award and a discretionary bonus component within the relevant business unit’s incentive compensation plan.
Morgan Stanley is an equal‑opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). The firm ensures equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, 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.
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