Morgan Stanley
Private Wealth Management Client Service Associate
Morgan Stanley, San Francisco, California, United States, 94199
Private Wealth Management Client Service Associate
Join to apply for the
Private Wealth Management 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 with a client‑first mindset.
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
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 AND SKILLS
High School Diploma/Equivalency (College degree preferred)
Industry experience is a plus
Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
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
Reports To Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY We are committed to maintaining first‑class service and high standards 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—guide every decision. Morgan Stanley offers an environment where you are supported and empowered, with ample opportunity to grow and move within the business.
COMPENSATION Expected base pay rates for this role will be between $16.50 and $43.27 per hour at the commencement of employment. Base pay will be determined on an individualized basis and is part of the total compensation package, which may include commission earnings, incentive compensation, discretionary bonuses, other incentive packages, and other Morgan Stanley sponsored benefit programs.
EEO STATEMENT Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). All qualified applicants will receive consideration 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 status, pregnancy, veteran status, genetic information, or any other characteristic protected by law.
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Private Wealth Management 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 with a client‑first mindset.
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
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 AND SKILLS
High School Diploma/Equivalency (College degree preferred)
Industry experience is a plus
Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
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
Reports To Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY We are committed to maintaining first‑class service and high standards 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—guide every decision. Morgan Stanley offers an environment where you are supported and empowered, with ample opportunity to grow and move within the business.
COMPENSATION Expected base pay rates for this role will be between $16.50 and $43.27 per hour at the commencement of employment. Base pay will be determined on an individualized basis and is part of the total compensation package, which may include commission earnings, incentive compensation, discretionary bonuses, other incentive packages, and other Morgan Stanley sponsored benefit programs.
EEO STATEMENT Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). All qualified applicants will receive consideration 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 status, pregnancy, veteran status, genetic information, or any other characteristic protected by law.
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