Global Client Services Associate

PowerToFly; New York (NY); On-site; USD 35,360 - 90,000; Full time

Job summary

Morgan Stanley seeks a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. The role focuses on building trusted client relationships with a client-first mindset, handling operational tasks, and educating clients on digital tools.

The position requires knowledge of financial products, strong interpersonal skills, and the ability to manage multiple priorities in a fast-paced environment.

Qualifications

• High School Diploma or equivalent.

Responsibilities

• Support FA/PWA/team in cultivating and enhancing new and existing client relationships
• Execute money movement transactions at the request of the client and/or FA/PWA/team
• Answer general non‑investment related questions concerning client accounts, including relaying stock positions, and providing account balances
• Enter profile information 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
• Educate or enroll 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 services knowledge

Detail oriented

MS Office

Client service

Time management

Team player

Multitask

Adaptable

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Series 7 & 66 or 63 & 65

2+ years industry experience

Job description

Morgan Stanley seeks a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. The role focuses on building trusted client relationships with a client-first mindset, handling operational tasks, and educating clients on digital tools.

The position requires knowledge of financial products, strong interpersonal skills, and the ability to manage multiple priorities in a fast-paced environment.