Global Client Service Associate (Financial Services)

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

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships, handling everyday client needs, and educating clients on digital tools.

The position requires strong interpersonal skills, detail orientation, and the ability to multitask in a fast-paced environment.

Qualifications

• High School Diploma or equivalent.
• College degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.

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/team.
• Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances.
• Enter profile info or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team.
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team.
• Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance).
• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team.
• 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.

Skills

Financial products

Interpersonal skills

MS Office

Client service

Time management

Team collaboration

Multitasking

Education

High School Diploma

College degree preferred

Series 7

Series 66/63/65

Tools

MS Office

CRM software

MSOnline

eSign

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships, handling everyday client needs, and educating clients on digital tools.

The position requires strong interpersonal skills, detail orientation, and the ability to multitask in a fast-paced environment.