Part-Time Client Service Associate

Morgan-Stanley; Fort Worth (TX); On-site; USD 40,000 - 55,000; Full time

Job summary

Morgan Stanley in Fort Worth, TX is seeking a Client Service Associate to support financial advisors by delivering a high standard of client service and efficient processing of requests.

You'll cultivate relationships, onboard accounts, and help with digital offerings like Morgan Stanley Online. This role emphasizes accuracy, strong communication, and teamwork in a fast-paced environment with opportunities for growth and professional development.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7/66 or Series 63/65 as applicable.

Responsibilities

• Cultivate & enhance client relationships through active communication and processing requests.
• Identify firm services to support client needs, including online and mobile offerings.
• Onboard and maintain client accounts, including collecting information and required documentation.
• Review client account alerts and take appropriate action.
• Partner with Financial Advisor(s) to develop a business plan and client service model.
• Support marketing by maintaining materials and planning client events.

Skills

Microsoft Office

Client service

Written communication

Interpersonal skills

Detail oriented

Time management

Team collaboration

Education

High School Diploma/Equivalency

College degree preferred

Job description

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.DUTIES and RESPONSIBILITIES:CLIENT SUPPORTCultivate 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 currentIdentify 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 MobileConfirm authorization and authenticate client when processing requestsOnboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an exampleReview and take appropriate action on client account alertsOTHERPartner with Financial Advisor(s) in developing a business plan and delivering against a client service modelSupport the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminarsActively engage in available 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 callsPerform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenanceProactively participate in firm initiatives directed by local managementRegularly seek opportunities to use firm resources for peer sharing and collaborating with Financial AdvisorsEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or ExperienceHigh School Diploma/EquivalencyCollege degree preferredIndustry experience is a plusWillingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)Knowledge/SkillsStrong computer skills and knowledge of Microsoft Office productsExceptional writing, interpersonal and client service skillsDetail orientated with superior organizational skills and ability to prioritize tasksTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentGoal oriented, self-motivated and results drivenReports to:Business Service ManagerWHAT YOU CAN EXPECT FROM MORGAN STANLEY:At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .