Client Service Associate

Position Summary

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 for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

Duties and 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

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, e-Sign, e-Authorization)

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, Knowledge, and Skills

Education and / or Experience

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) Knowledge / Skills

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

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 the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action : morganstanley.com / diversity We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, 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.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).