Client Service Associate

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Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. They assist with the development and growth of business, engaging and utilizing the full capabilities of the firm. This key role requires an understanding of firm policies, procedures, and capabilities to deliver the full firm to clients.

DUTIES And RESPONSIBILITIES

CLIENT SUPPORT

• Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance, and ensuring key information and documentation remain current.
• Identify and assist with firm services and solutions that support clients’ needs, including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
• Confirm authorization and authenticate client when processing requests.
• Onboard and maintain client accounts, including collecting client information and required documentation, processing money movement transactions as an example.
• Review and take appropriate action on client account alerts.

Other

Additional responsibilities and requirements for a Registered Client Service Associate

Strong industry, product, and branch procedures knowledge.

Qualifications - External

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS :

Education And / or Experience

Knowledge / Skills

Reports To

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 89 years. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https : / / www.morganstanley.com / about-us / global-offices into your browser.

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.

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).

Seniority level : Entry level.

Employment type : Full‑time.

Job function : Other.

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