Client Service Associate - Part-Time

$85,000 - $85,000/Yr

Morgan Stanley - Menlo Park, CA

Part-time - Entry Level

Menlo Park, CA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Client Service Associate role is designed to provide exceptional service to clients while supporting Financial Advisors and Private Wealth Advisors. This position focuses on building trusted relationships with clients through regular interactions and a client-first mindset. The successful candidate will assist clients with their everyday needs and contribute to the overall success of the advisory team.

Responsibilities

• Provide service coverage for a Financial Advisor/Private Wealth Advisor/team.
• Support the FA/PWA/team in cultivating and enhancing 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.
• Enter profile information or pre-fill account documentation on client accounts and/or documents.
• Educate or enroll clients in digital tools (e.g., MSOnline, eSign, eAuthorization).
• Support the 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 (e.g., training or education programs), special projects and/or other duties directed by local management.
• Answer inbound phone calls or make outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams).
• Manage the calendar including coordinating meetings or events with logistics.
• 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

• High School Diploma/Equivalency required; 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).
• 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.

Benefits

• Commission earnings
• Incentive compensation
• Discretionary bonuses
• Short and long-term incentive packages
• Morgan Stanley sponsored benefit programs