Client Service Associate

Client Service Associates provide exceptional service to clients and support Financial Advisors (FAs) / Private Wealth Advisors (PWAs) and their teams on a daily basis. Through regular interactions, they build trusted relationships, lead with a client‑first mindset, and assist clients with everyday needs.

Responsibilities

• Cultivate and enhance new and existing client relationships through active communication, processing client requests, resolving inquiries, providing guidance, and keeping key information and documentation current.
• Identify and assist with firm services and solutions that support clients’ needs, including banking products, Morgan Stanley Online, and Morgan Stanley Mobile.
• Confirm authorization and authenticate clients when processing requests.
• Onboard and maintain client accounts: collect client information and required documentation, assess risk, process money‑movement transactions, and handle estate needs.
• Input orders at the direction of clients and/or Financial Advisors; discuss reinvestment options and corporate actions with clients as directed.
• Prepare financial plans, client reports, and other materials for client meetings.
• Review and take appropriate action on client account alerts.
• Partner with Financial Advisors to develop business plans and deliver against a client service model.
• Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars.
• Actively engage in training and education programs, firm strategic priorities, professional development, and stay current on policies, procedures, and new platforms; attend scheduled field‑service or training calls.
• Perform administrative duties that support Financial Advisors, including telephone coverage, business travel arrangements, coordination of client meetings, preparation of travel & expense reports, and file & calendar maintenance.
• Proactively participate in firm initiatives directed by local management.
• Seek opportunities to use firm resources for peer sharing and collaboration with Financial Advisors.

Reports to: Business Service Officer.

Qualifications

• Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.
• High School Diploma or equivalent; college degree preferred.
• Strong knowledge of industry, product, and branch procedures.
• Exceptional writing, interpersonal, and client service skills.
• Detail‑oriented with superior organizational skills and ability to prioritize tasks.
• Strong computer skills and proficiency with Microsoft Office products.
• Team player with the ability to collaborate effectively.
• Ability to thrive in a fast‑paced, evolving environment.
• Goal‑oriented, self‑motivated, and results‑driven.
• Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Must be legally authorized to work in the United States and not require sponsorship for employment visa status.

Pay

Salary range: $35,630 – $85,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award and may participate in the relevant business unit’s incentive compensation plan, which could include a discretionary bonus component.

Benefits

• Medical, prescription drug, dental, and vision coverage.
• Health Savings Account (HSA).
• Dependent Day Care Savings Account.
• Life insurance, disability, and other insurance plans.
• Paid Time Off, including sick leave (as required by state/local law), parental leave, and 20 vacation days annually.
• 10 paid holidays.
• 401(k) retirement plan.
• Short‑ and long‑term disability coverage.
• Additional special perks reserved for employees.