Client Experience Associate for Financial Advisors

Morgan Stanley; New York (NY); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley in New York seeks a Client Service Associate to provide exceptional service to financial advisor teams and their clients. You will support day-to-day account inquiries, assist with money movements, and help document and pre-fill client profiles.

You will handle calendar management, travel arrangements, expense reporting, and general in-office tasks, while staying up-to-date with firm policies and new platforms.

Qualifications

• High School diploma or equivalent required with a preferred college degree.
• Experience in client service or financial services is a plus.
• Willingness to obtain required licenses (Series 7/66 or 63/65) over time.

Responsibilities

• Provide service coverage for an FA/PWA/team including client relationship activities.
• Execute money movement transactions at client or FA/PWA request.
• Answer general non-investment questions and relay account information.
• Enter profile information and pre-fill client documentation as directed.
• Educate clients on digital tools and assist with marketing initiatives.
• Support teams in delivering business plans and client service models.
• Stay current on policies, procedures and new platforms.
• Participate in training programs and special projects as directed.

Skills

Detail oriented

Organizational skills

Interpersonal skills

Time management

Team player

Fast-paced environment

Multi-tasking

Goal oriented

Self-motivated

Results driven

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Series 7/66/63/65 licensing willingness

Tools

Microsoft Office

Job description

Morgan Stanley in New York seeks a Client Service Associate to provide exceptional service to financial advisor teams and their clients. You will support day-to-day account inquiries, assist with money movements, and help document and pre-fill client profiles.

You will handle calendar management, travel arrangements, expense reporting, and general in-office tasks, while staying up-to-date with firm policies and new platforms.