Client Services Associate — Elevate Client Experience & Growth

Morgan Stanley; Latham (NY); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley in New York/Latham is seeking Registered Client Service Associates to support client relationships, process requests, and onboard accounts. You will collaborate with Financial Advisors to develop business plans and deliver client service models, while staying current on firm policies and platforms.

The role emphasizes strong communication, attention to detail, and proficiency with MS Office, with opportunities to participate in training and marketing activities.

Qualifications

• Active Series 7 and Series 66 or Series 63 and Series 65.
• Two or more years of industry experience preferred.
• High School Diploma/Equivalency
• College degree preferred

Responsibilities

• Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
• Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
• Confirm authorization and authenticate client when processing requests
• Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
• Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
• Prepare financial plans, client reports, and other materials for client meetings
• Review and take appropriate action on client account alerts
• Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
• Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
• Attend training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
• Perform administrative duties that support Financial Advisors in daily business practices, including telephone coverage, travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
• Proactively participate in firm initiatives directed by local management
• Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

Skills

Client service

Industry knowledge

Organizational skills

MS Office

Teamwork

Adaptability

Goal orientation

Financial products knowledge

Education

High School Diploma/Equivalency

College degree

Tools

Microsoft Office

Job description

Morgan Stanley in New York/Latham is seeking Registered Client Service Associates to support client relationships, process requests, and onboard accounts. You will collaborate with Financial Advisors to develop business plans and deliver client service models, while staying current on firm policies and platforms.

The role emphasizes strong communication, attention to detail, and proficiency with MS Office, with opportunities to participate in training and marketing activities.