About this role
This role is responsible for helping Morgan Stanley clients by supporting day-to-day requests, onboarding and maintaining client accounts, and handling money movement transactions and account alerts. The Client Service Associate also assists Financial Advisors with business planning support, administrative duties, and maintaining marketing/event materials.
Key Responsibilities
- Cultivate and enhance client relationships and process client requests
- Onboard and maintain client accounts and collect required documentation
- Process money movement transactions and manage client account alerts
- Partner with Financial Advisors on client service model support and business planning
- Maintain marketing materials, coordinate client events/seminars, and perform advisor administrative duties
Technical Overview
The technical scope centers on client operations within wealth management workflows, including client authorization/authentication, digital service offerings (Morgan Stanley Online and Morgan Stanley Mobile), money movement processing, and account alert handling. Proficiency with Microsoft Office products is required for reporting and administrative support.
Ideal Candidate
The ideal candidate is an entry-level client service professional with strong organizational skills and experience supporting client requests, onboarding, and account maintenance. They are comfortable working with digital client platforms like Morgan Stanley Online and Morgan Stanley Mobile and are willing to obtain Series 7 and Series 66 (or Series 63 and Series 65) to support ongoing responsibilities with Financial Advisors.
Must-Have Skills
Willingness to obtain Series 7Willingness to obtain Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Nice-to-Have Skills
College degree
Tools & Platforms
Microsoft OfficeMorgan Stanley OnlineMorgan Stanley Mobile
Required Skills
Client supportclient relationshipsprocessing client requestsresolving inquiriesclient documentationbanking products and servicessecuredigital offeringsMorgan Stanley OnlineMorgan Stanley Mobileauthorization and authenticationonboard and maintain client accountscollecting client informationprocessing money movement transactionsreview and action on client account alertsmarketing materials maintenancedigital and social media platformsclient eventsseminarstraining and education programstelephone coveragebusiness travel arrangementsprepare travel & expense reportsfile & calendar maintenanceMicrosoft Office
Hard Skills
Client account onboardingClient account maintenanceProcessing money movement transactionsReviewing and taking appropriate action on client account alertsBanking products and servicesSecuredigital offeringsMorgan Stanley OnlineMorgan Stanley MobileAuthorization and authenticationMarketing materials maintenanceDigital and social media platformsClient event and seminar planningTravel & expense reportsMicrosoft Office products
Soft Skills
Exceptional writing skillsInterpersonal skillsClient service skillsDetail orientedSuperior organizational skillsAbility to prioritize tasksTeam playerCollaborationAbility to work in a fast-pacedevolving environmentGoal orientedSelf-motivatedResults drivenProactive participation
Certifications
Preferred
Series 7Series 66Series 63Series 65
Keywords for Your Resume
Client Service AssociateClient supportclient relationshipsprocessing client requestsresolving inquiriesguidanceclient documentationbanking products and servicesMorgan Stanley OnlineMorgan Stanley Mobilesecuredigital offeringsConfirm authorizationauthenticate clientonboard and maintain client accountscollecting client informationmoney movement transactionsclient account alertsFinancial Advisor(s)business planmarketing materialsdigital and social media platformsclient eventsseminarstraining and education programstelephone coveragebusiness travel arrangementstravel & expense reportsfile & calendar maintenanceSeries 7 (GS)Series 66 (AG/RA)Series 63 (AG)Series 65 (RA)Microsoft Officeclient requestsSeries 7Series 66Financial Advisor
Deal Breakers
Willingness to obtain Series 7 (GS), Willingness to obtain Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
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