Client Service Associate

711 MS Smith Barney, LLC; Wellesley (MA); On-site; USD 31,200 - 90,000; Full time

Job summary

711 MS Smith Barney, LLC is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors. The role requires strong interpersonal and organizational skills, with duties including assisting with client transactions and managing administrative tasks.

The successful candidate will have a High School Diploma, with a preference for college education and some industry experience. Expected base pay ranges from $31,200 to $90,000 per year, with full compensation packages including bonuses and benefits.

Qualifications

• Must have a High School Diploma or equivalent. A college degree is preferred.
• Industry experience is a plus.

Responsibilities

• Provide service coverage for Financial Advisors and assist with client transactions.
• Answer inbound and outbound calls, manage calendars, and support in-office functions.
• Educate clients on digital tools and engage in firm initiatives.

Skills

Detail oriented

Advanced Microsoft Office skills

Exceptional client service skills

Strong time management

Team player

Education

High School Diploma/Equivalency

College degree preferred

Job description

Position Summary

Client Service Associates provide exceptional service to our clients and support Financial Advisors (FAs)/ Private Wealth Advisors (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 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 a FA/PWA/team including:

• 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 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 and Experience

• High School Diploma/Equivalency
• College degree preferred
• Industry experience is a plus

Knowledge and 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

Reporting To

Business Service Officer

Compensation

Expected base pay rates for the role will be between $31,200 and $90,000 per year at the commencement of employment. Base pay will be determined on an individualized basis and is only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages, and Morgan Stanley sponsored benefit programs.

Equal Opportunity Employment

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/D/V).