Client Service Associate

Morgan-Stanley; Los Angeles (CA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley in Los Angeles seeks a Client Service Associate to support Financial Advisors and Private Wealth Advisors by delivering exceptional client service, handling account questions, processing money movements, and guiding clients through digital tools.

You will manage calendars, handle calls, assist with travel, prepare reports, and collaborate with teams to execute business plans while staying current on policies and training requirements.

Qualifications

• High School Diploma/Equivalency required; college degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65.
• Strong organizational and prioritization skills.

Responsibilities

• Provide service coverage for a FA/PWA/team.
• Execute money movement transactions as requested by client/FA/PWA.
• Answer general non-investment questions concerning client accounts.
• Enter profile information or pre-fill account documentation as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support FAs/PWAs/teams’ marketing and business plans.
• Remain current on policies, procedures and new platforms.
• Administrative duties including scheduling, calendar management, travel itineraries, and expense reports.

Skills

Interpersonal skills

Written communication

Time management

Customer service

Team player

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Excel

Outlook

PowerPoint

CRM software

Job description

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ 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 for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.DUTIES and RESPONSIBILITIES:CLIENT SUPPORTProvide service coverage for a FA/PWA/team including:Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationshipsExecuting money movement transactions at the request of the client and/or FA/PWAAnswering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWAEducating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance)Assist FAs/PWAs/teams in delivering against their business plan and client service modelRemaining current on all policies, procedures and new platformsParticipating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local managementADMINISTRATIVE 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 prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)Maintaining travel itineraries, preparing expense reports and managing the reimbursement processAssisting with general in-office support functions such as copying, filing and scanning documentationPreparing and submitting expense reports for processing at the direction of the FA/PWAQualificationsEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:High School Diploma/EquivalencyCollege degree preferredIndustry experience is a plusWillingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)Knowledge/SkillsDetail orientated with superior organizational skills and ability to prioritizeAdvanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)Exceptional writing, interpersonal and client service skillsStrong time management skillsTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentAdaptable and ability to multi-taskGoal oriented, self-motivated and results drivenReports to:Business Service OfficerWHAT YOU CAN EXPECT FROM MORGAN STANLEY:At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.Expected base pay rates for the role will be between $35,152.00 and $90,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other 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 workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .