Client Service Associate

Morgan Stanley • Milwaukee, WI

389d

About The Position

The Client Service Associate at Morgan Stanley is responsible for providing exceptional service to clients and supporting Financial Advisors and Private Wealth Advisors. This role involves building trusted relationships with clients, assisting with their everyday needs, and ensuring smooth operations within the wealth management team.

Requirements

• High School Diploma/Equivalency; College degree preferred.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.
• Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• 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 multitask.
• Goal oriented, self-motivated and results driven.

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/team.
• 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.
• Onboard and maintain client accounts, including collecting client information and required documentation.
• Provide existing clients with details around their account information.
• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity.
• Support the FAs/PWAs/teams' marketing strategy.
• 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/or other duties directed by local management.
• Answer inbound phone calls or make outbound calls with updates on service requests.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: High school or GED