Client Service Associate *

711 MS Smith Barney, LLC; New Jersey; On-site; USD 32,000 - 90,000; Part time

Job summary

A prominent financial services firm is seeking a Client Service Associate in Short Hills, New Jersey. The role focuses on providing exceptional service to clients, supporting Financial Advisors, and executing transactions. Candidates should possess a High School Diploma, excellent organizational skills, and a willingness to pursue relevant financial certifications. This part-time position offers a competitive salary range and various benefits, including health and retirement options.

Benefits

Medical benefits

401(k) plan

Paid Time Off

Holidays

Qualifications

• High School Diploma/Equivalency required, college degree preferred.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65.

Responsibilities

• Supporting Financial Advisors in client relationship management.
• Executing money movement transactions as per client requests.
• Providing account information and managing inbound/outbound communications.

Skills

Detail oriented

Exceptional writing skills

Strong time management skills

Team player

Microsoft Office skills

Education

High School Diploma

College degree preferred

Job description

Client Service Associate

Client Service Associate

Apply locations: Short Hills, New Jersey, United States of America
Time type: Part time
Posted on: Posted 6 Days Ago
Job requisition id: JR012149

POSITION SUMMARY

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 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)
• 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/PWA
• Educating 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 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 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/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 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 multi-task
• Goal oriented, self-motivated and results driven

Reports to:

• Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—are more than beliefs; they guide our daily decisions to do what's best for our clients, communities, and employees worldwide. At Morgan Stanley, you'll find an environment where you're supported and empowered to grow. Our teams are collaborative, diverse, and innovative, and we offer comprehensive benefits and opportunities for advancement.

Salary range: $32,919 - $90,000 per year. The successful candidate may be eligible for discretionary incentive compensation and participate in the relevant business unit’s incentive plan, which may include bonuses. Benefits include Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability, Paid Time Off, Holidays, 401(k), and more. Visit mybenefits.morganstanley.com for details.

Morgan Stanley values diversity and is committed to equal employment opportunity regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, disability, veteran status, or other protected characteristics. We strive to attract and retain top talent from all backgrounds.

About Us

At Morgan Stanley, we advise, originate, trade, manage, and distribute capital for clients worldwide, guided by our core values of excellence, integrity, and innovation. We are dedicated to providing first-class service and creating sustainable value for society and our stakeholders.