Client Service Associate

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 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 KNOWLEDGE and SKILLS:

Education and/or Experience

High School Diploma/Equivalency

College degree preferred Morgan Stanley EOE committed to diversifying its workforce.

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