Client Success & Financial Services Associate

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

Benefits offered by this job

Medical insurance

Dental & Vision

401(k) plan

Paid time off

Job summary

Morgan Stanley is seeking a Customer Service Associate in Denver, CO to support Financial Advisor teams by handling client inquiries, processing transactions, and onboarding clients. You will maintain accurate account information and assist with digital tools, ensuring a high standard of service for our clients.

The role emphasizes strong communication, teamwork, and the ability to work in a fast-paced environment, with opportunities for growth and comprehensive employee benefits.

Qualifications

• Knowledge of financial services products and market basics.
• Strong writing and communication skills.
• Detail oriented with good organizational abilities.

Responsibilities

• Provide client support to Financial Advisor teams and maintain client relationships.
• Handle basic account inquiries and assist with account documentation.
• Educate clients on digital tools and onboarding processes.
• Support marketing and client service initiatives under supervision.

Skills

Client service

Interpersonal skills

Time management

Microsoft Office

Financial products

Education

High school diploma

College degree preferred

Tools

MS Office

Job description

Morgan Stanley is seeking a Customer Service Associate in Denver, CO to support Financial Advisor teams by handling client inquiries, processing transactions, and onboarding clients. You will maintain accurate account information and assist with digital tools, ensuring a high standard of service for our clients.

The role emphasizes strong communication, teamwork, and the ability to work in a fast-paced environment, with opportunities for growth and comprehensive employee benefits.