Client Service Associate

Client Support

Provide service coverage for a Financial Advisor (FA)/Private Wealth Advisor (PWA)/team including:

• 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)
• Aiding 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
• Aiding in 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

• 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)
• 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
• Adaptable and ability to multi-task
• Goal oriented, self-motivated and results driven

What You Can Expect From Morgan Stanley

• Raising, managing and allocating capital for clients
• Differentiated approach to work
• Support from 80,000 employees in 1,200 offices across 42 countries
• Opportunity to work alongside the best and the brightest
• Collaborative and creative thinking team members
• Support for employees and their families at every point along their work-life journey
• Affordable and comprehensive employee benefits and perks
• Opportunity to move about the business for those who show passion and grit in their work
• Opportunity to learn more about Morgan Stanley offices globally

Pay

• Expected base pay rates for the role will be between $34,320 and $90,000 per year at the commencement of employment.
• Base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

About Morgan Stanley

• Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
• The company supports 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 we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.