Client Service Associate

Socket.dev; Loveland (CO); On-site; USD 31,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k)

Job summary

Morgan Stanley is seeking a Client Service Associate to provide exceptional service to Financial Advisors’ teams and their clients. You will support daily operations, handle routine transactions, and help maintain client relationships across a fast-paced environment.

The role emphasizes attention to detail, excellent communication, and the ability to multitask while adhering to policies and procedures. A college degree is preferred, with 2+ years of experience recommended.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• 2+ years of industry experience preferred.
• Strong written and oral communication skills and attention to detail.

Responsibilities

• Provide service coverage for an FA team and support client relationships.
• Execute money movement transactions as requested by clients or FA team.
• Answer non-investment questions and relay account information.
• Enter client profile data and pre-fill account documentation.
• Educate or enroll clients in digital tools (e.g., MSOnline, eSign).
• Onboard and maintain client accounts with required documentation.
• Provide clients with details around account information and objectives.
• Assist with marketing efforts and support the FA team’s business plan.
• Stay current on policies, procedures, and new platforms.
• Participate in training and other initiatives.

Skills

Excellent client service

Interpersonal skills

Microsoft Office proficiency

Attention to detail

Time management

Education

High School Diploma or equivalent

College degree preferred

2+ years industry experience preferred

Tools

Microsoft Office Suite

CRM systems

Job description

Client Service Associates provide exceptional service to our clients and supportsFinancial Advisor(s) (FAs) teamson 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 SUPPORT

Provide service coverage for an FA team including:

• Supporting the FA team in cultivating and enhancing new and existing client relationships

• Executing money movement transactions at the request of the client and/or FA team

• Answering 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 aa clerical capacity at the direction of the client and/or FA team

• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)

• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA team

• Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)

• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of theFA team

• Supporting the FAs teams’ marketing strategy (e.g., website maintenance)

• Assist FAs 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 with updates on service requests (e.g., scheduling follow-up calls with FAs 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 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

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

• High School Diploma/Equivalency

• College degree preferred

• Two or more years of industry experience preferred

Knowledge/Skills

• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

• Detail orientated 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

Reports To:

• Business Service Officer

WHAT 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.

Morgan Stanley offers a full spectrum of benefits,

• Medical
• Prescription Drug
• Dental
• Vision
• Health Savings Account
• Dependent Day Care Savings Account
• Life Insurance
• Disability and Other Insurance Plans
• Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually)
• 10 Paid Holidays
• 401(k)
• Short/Long Term Disability
• in addition to other special perks reserved for our employees

Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Salary range for the position: $31,152 - $90,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close [DATE].

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.