Client Experience Associate - Financial Services

Morgan-Stanley; Middleton (MA); On-site; USD 31,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate in the United States to support Financial Advisors and teams, help cultivate client relationships, and process money movements. You will answer non-investment questions, pre-fill account documentation, and educate clients in digital tools, while upholding service standards.

Ideal candidates bring strong detail orientation, excellent communication, and teamwork, thriving in a fast-paced environment with ongoing training and cross-functional

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Willingness to obtain Series 7, Series 66 or Series 63/65 licenses.
• Strong detail orientation and organizational skills.
• Excellent written and verbal communication, and client service.

Responsibilities

• Provide service coverage for an FA/PWA/team including client relationships.
• Execute money movement transactions on request.
• Answer general non-investment questions about client accounts.
• Enter profile information or pre-fill account documentation.
• Educate or enroll clients in digital tools.
• Support marketing strategy and website maintenance.
• Assist teams in delivering against business plans and client service models.
• Maintain policies, procedures and new platforms knowledge.
• Participate in training, projects and other duties as directed.

Skills

Detail oriented

Interpersonal skills

Client service

Time management

Team player

Multi-tasking

Adaptable

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Service Associate in the United States to support Financial Advisors and teams, help cultivate client relationships, and process money movements. You will answer non-investment questions, pre-fill account documentation, and educate clients in digital tools, while upholding service standards.

Ideal candidates bring strong detail orientation, excellent communication, and teamwork, thriving in a fast-paced environment with ongoing training and cross-functional