Strategic Client Service Associate – Wealth Advisory Support

Morgan Stanley; Tacoma (WA); On-site; USD 36,000 - 85,000; Full time

Job summary

Morgan Stanley's Client Service Associates provide exceptional service to clients and support Financial Advisor(s) and Private Wealth Advisor(s) on a daily basis. This role builds trusted relationships through regular client interactions and a client-first mindset.

The position involves onboarding and maintaining client accounts, processing requests, preparing client reports and coordinating with the team to deliver a seamless client experience across Morgan Stanley Online and Morgan Stanley

Qualifications

• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65.
• Two or more years of industry experience preferred.
• High School Diploma/Equivalency.
• College degree preferred.

Responsibilities

• Cultivate and enhance client relationships through active communication and timely responses.
• Identify Firm services and assist with banking products and digital offerings.
• Confirm authorization and authenticate clients when processing requests.
• Onboard and maintain client accounts, collecting required information and docs.
• Input orders and discuss reinvestment options with Financial Advisors.
• Prepare client reports and materials for meetings with clients.
• Review and act on client account alerts and notifications.
• Partner with Advisors to develop business plans and service model.
• Support marketing by maintaining materials and planning events.
• Attend training and stay current on firm policies and platforms.

Skills

Interpersonal skills

Client service

Attention to detail

Communication skills

Team player

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66/63/65 licensing education

Tools

Microsoft Office

Morgan Stanley Online

Morgan Stanley Mobile

Job description

Morgan Stanley's Client Service Associates provide exceptional service to clients and support Financial Advisor(s) and Private Wealth Advisor(s) on a daily basis. This role builds trusted relationships through regular client interactions and a client-first mindset.

The position involves onboarding and maintaining client accounts, processing requests, preparing client reports and coordinating with the team to deliver a seamless client experience across Morgan Stanley Online and Morgan Stanley