Client Service Associate: Wealth Advisor Support

711 MS Smith Barney, LLC; City of Poughkeepsie (NY); On-site; USD 22,000 - 56,000; Full time

Job summary

Morgan Stanley’s Client Service Associate role supports Financial Advisors and Private Wealth Advisors, building trusted client relationships and handling daily account needs. The position emphasizes a client-first mindset, strong organizational ability, and proactive service in a fast-paced environment.

You will answer client questions, process money movements, enroll clients in digital tools, and coordinate with teams on marketing and client service initiatives.

Qualifications

• High School Diploma/Equivalency 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.

Responsibilities

• 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.
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity.
• 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.
• Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls).
• Managing the calendar including coordinating meetings or events with logistics such as material prep.
• 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.

Skills

Customer service

Interpersonal skills

Time management

Team player

Multi-tasking

Attention to detail

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley’s Client Service Associate role supports Financial Advisors and Private Wealth Advisors, building trusted client relationships and handling daily account needs. The position emphasizes a client-first mindset, strong organizational ability, and proactive service in a fast-paced environment.

You will answer client questions, process money movements, enroll clients in digital tools, and coordinate with teams on marketing and client service initiatives.