Client Service Associate

Morgan Stanley; Buffalo (NY); On-site; USD 35,360 - 90,000; Full time

Job summary

Morgan Stanley is looking for a Client Service Associate in Buffalo, NY, to provide outstanding support to Financial Advisors and foster client relationships. The ideal candidate will exhibit exceptional communication skills and a detail-oriented approach while supporting various administrative functions.

Responsibilities include managing client inquiries, executing transactions, and aiding in marketing strategies. An education background with a High School Diploma is essential, while a college degree is preferred. Aspiring candidates should be proactive and adaptable in a fast-paced environment.

Qualifications

• Detail oriented with superior organizational skills and ability to prioritize.
• Exceptional writing, interpersonal and client service skills.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65.

Responsibilities

• Support Financial Advisors in building client relationships.
• Execute money movement transactions as requested.
• Answer questions regarding client accounts and educate clients in digital tools.
• Manage calendars, prepare expense reports, and maintain office support functions.

Skills

Detail oriented

Advanced Microsoft Office skills

Exceptional writing skills

Interpersonal skills

Strong time management skills

Team player

Ability to work in a fast-paced environment

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office Suite

Job description

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs), and teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client‑first mindset, a successful candidate will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES AND RESPONSIBILITIES

CLIENT SUPPORT

• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and/or FA/PWA
• Answering general non‑investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
• Entering profile information or pre‑filling account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
• Educating or enrolling clients in digital tools (e.g., MSOnline, eSign, eAuthorization)
• Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance)
• Assisting FAs/PWAs/teams in delivering against their business plan and client service model
• Remaining current on all policies, procedures and new platforms
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT

• Answering inbound phone calls or making outbound calls (e.g., scheduling follow‑up calls with FAs/PWAs/teams as needed)
• Managing the calendar including coordinating meetings or events with logistics such as material preparation (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
• Assisting with general in‑office support functions such as copying, filing and scanning documentation
• Preparing and submitting expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, AND SKILLS

Education and/or Experience

• High School Diploma/Equivalency
• 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)

Knowledge/Skills

• 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

Reports to

Business Service Officer

What you can expect from Morgan Stanley

Expected base pay rates for the role will be between $35,360 and $90,000 per year at the commencement of employment. Base pay will be determined individually and is only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses, short and long‑term incentive packages, and other Morgan Stanley-sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a diverse workforce. Our recruiting efforts reflect a strong commitment to inclusion, where individuals are hired, developed and advanced based on their skills and talents. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.