Client Service Associate - Wealth Client Support & Admin

711 MS Smith Barney, LLC; Town of Providence (NY); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate to provide exceptional client support and assist Financial Advisors and Private Wealth Advisors in day-to-day activities. The role emphasizes client relationships, accuracy in handling account data, and proficiency with MS Office.

The position involves coordinating tasks, educating clients on digital tools, and supporting marketing efforts while staying current on policies and platforms.

Qualifications

• High School Diploma or equivalent.
• 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

Responsibilities

• Providing 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
• 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 with FAs/PWAs/teams as needed)
• 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

Interpersonal skills

Client service

Time management

Microsoft Office

Written communication

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office

Outlook

Excel

PowerPoint

Job description

Morgan Stanley is seeking a Client Service Associate to provide exceptional client support and assist Financial Advisors and Private Wealth Advisors in day-to-day activities. The role emphasizes client relationships, accuracy in handling account data, and proficiency with MS Office.

The position involves coordinating tasks, educating clients on digital tools, and supporting marketing efforts while staying current on policies and platforms.