Client Services Associate — Financial Advisor Support

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

Benefits offered by this job

Medical

Prescription Drug

Dental

Vision

401(k)

Paid Time Off

Discretionary bonus

Holidays

Job summary

Morgan Stanley in Greenwood Village, CO is seeking a Registered Client Service Associate to support Financial Advisors and client relationships. The role emphasizes a client-first mindset and strong interpersonal skills in handling everyday client needs.

Responsibilities include account maintenance, money movements, client education on digital tools, and calendar/expense management. A high school diploma is required, with a college degree preferred and relevant licenses or progress toward them

Qualifications

• Must have high attention to detail and ability to prioritize.
• Strong writing and communication skills.
• Experience with financial services products a plus.

Responsibilities

• Provide service coverage for an FA team; support client relationships.
• Execute money movement transactions per client/FA requests.
• Answer general non-investment questions and relay account balances.
• Enter profile information and pre-fill account documentation clerically.
• Educate/enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts; collect required information and documentation.

Skills

Interpersonal skills

Customer service

Time management

Detail oriented

Team player

Education

High School Diploma / GED

College degree preferred

Tools

MS Office

Job description

Morgan Stanley in Greenwood Village, CO is seeking a Registered Client Service Associate to support Financial Advisors and client relationships. The role emphasizes a client-first mindset and strong interpersonal skills in handling everyday client needs.

Responsibilities include account maintenance, money movements, client education on digital tools, and calendar/expense management. A high school diploma is required, with a college degree preferred and relevant licenses or progress toward them