Client Service Associate: Elevate Client Experience & Support

Morgan-Stanley; Boulder (CO); On-site; USD 35,000 - 75,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate in Boulder, CO to support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships and execute routine money movements while handling administrative duties with precision.

The role requires strong written and verbal communication, Microsoft Office skills, and a client-first mindset. The successful candidate will join a collaborative team in a fast-paced environment with opportunities for growth.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Willingness to obtain Series 7/66 or 63/65 licensing.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office suite and digital tools.

Responsibilities

• Provide service coverage for FA/PWA/team and cultivate client relationships.
• Execute money movement transactions on request of client/FA/PWA.
• Answer general non-investment questions about client accounts.
• Enter profile information and prepare documents in clerical tasks.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing efforts and website maintenance for the team.
• Stay current on policies, procedures and platforms; participate in training.

Skills

Detail oriented

Interpersonal skills

Client service

Time management

Team player

Adaptable

Multi-task

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office

Word

Excel

Outlook

PowerPoint

Job description

Morgan Stanley is seeking a Client Service Associate in Boulder, CO to support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships and execute routine money movements while handling administrative duties with precision.

The role requires strong written and verbal communication, Microsoft Office skills, and a client-first mindset. The successful candidate will join a collaborative team in a fast-paced environment with opportunities for growth.