Client Service Associate

Morgan-Stanley; Salt Lake City (UT); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors in a fast-paced office environment in Salt Lake City. You will handle client interactions, process transactions, and help educate clients on digital tools.

The role emphasizes strict attention to detail, strong communication, and organizational skills, with opportunities to advance through licensing tracks and continued training.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65.
• Advanced MS Office skills (Word, Excel, Outlook and PowerPoint).
• Exceptional writing, interpersonal and client service skills.
• Strong time management and organizational skills.
• Detail oriented and able to multi-task in a fast-paced environment.

Responsibilities

• Provide service coverage for a FA/PWA/team, supporting client relationships.
• Execute money movement transactions at client/FA request.
• Answer non-investment questions and relay account balances.
• Enter profile information and pre-fill documents on client accounts.
• Educate or enroll clients in digital tools; support marketing efforts.
• Assist with travel, calendar, expense reports and in-office tasks.
• Stay current on policies and participate in training and firm initiatives.

Skills

MS Office

Word

Excel

Outlook

PowerPoint

Communication

Interpersonal skills

Client service

Time management

Organization

Detail-oriented

Team player

Adaptability

Multi-tasking

Results-oriented

Willingness to obtain licenses

Education

High School Diploma/Equivalency

College degree preferred

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.To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.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 .