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Jobs · OTHR · Colorado

Client Service Associate - Part Time

Morgan Stanley · Boulder, CO · 1 wk ago
OTHR$35k–$75k/yrPart-time

About the role

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 assist clients with their everyday needs.

Responsibilities

Client Support

  • Provide service coverage for a FA/PWA/team, including supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships.
  • Execute money movement transactions at the request of the client and/or FA/PWA.
  • Answer 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.
  • Educate or enroll clients in digital tools (e.g., MSOnline, eSign, eAuthorization).
  • Support 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 with logistics such as material prep (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.

Qualifications

  • 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).

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

Benefits

Morgan Stanley offers a full spectrum of benefits, including:

  • Medical, Prescription Drug, Dental, and Vision insurance.
  • Health Savings Account and 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 10 Vacation Days annually).
  • 10 Paid Holidays.
  • 401(k) plan.
  • Short/Long Term Disability.
  • Special perks reserved for employees.

For more information about our benefit offerings, visit mybenefits.morganstanley.com.

Pay

Salary range for the position: $35,000.00 - $75,000.00 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 also may include a discretionary bonus component.

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