Client Service Associate

Company: Morgan Stanley

Key Responsibilities

• Client Support
• Provide service coverage for a Financial Advisor (FA)/Private Wealth Advisor (PWA)/team, including supporting the cultivation and enhancement of 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.
• Enter profile information or pre-fill account documentation on client accounts/documents at the direction of the client and/or FA/PWA.
• Educate or enroll clients in digital tools (e.g., MSOnline, eSign, eAuthorization).
• Support 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, special projects, and other duties as directed by local management.
• Administrative Support
• Answer inbound phone calls or make outbound calls, such as scheduling follow-up calls with FAs/PWAs/teams.
• Manage calendars, including coordinating meetings or events with logistics such as material preparation.
• 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.

Requirements & Tech Stack

• Education
• High School Diploma/Equivalency
• College degree preferred
• Experience
• Industry experience is a plus
• Knowledge/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.
• Licensing
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).

Qualifications

• Legally authorized to work in the United States and not require, now or in the future, sponsorship for employment visa status.