Wealth Client Services Associate

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

Job summary

Morgan Stanley in New York seeks a Client Service Associate to provide outstanding service to clients and support Financial Advisors and Private Wealth Advisors on a daily basis. You will build trusted relationships and respond to client needs with a client-first mindset.

Duties include service coverage for FA/PWA/team, processing money movements, answering non-investment questions, entering profile data, enrolling clients in digital tools, supporting marketing efforts and training initiatives.

Qualifications

• Detail oriented with strong organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Exceptional writing, interpersonal and client service skills.

Responsibilities

• Provide service coverage for a FA/PWA/team, including cultivating and enhancing client relationships.
• Execute money movement transactions at client/FA request.
• Answer general non-investment questions about client accounts and relay account information.
• Enter profile information or pre-fill account documents on client accounts or clerical work as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support FAs/PWAs/teams' marketing strategy and website maintenance.
• Assist FAs/PWAs/teams in delivering against their business plan and client service model.
• Remain current on policies, procedures and new platforms.
• Participate in firm initiatives and trainings as directed by management.

Skills

Detail oriented

Microsoft Office

Writing & interpersonal

Time management

Team player

Adaptable

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Job description

Morgan Stanley in New York seeks a Client Service Associate to provide outstanding service to clients and support Financial Advisors and Private Wealth Advisors on a daily basis. You will build trusted relationships and respond to client needs with a client-first mindset.

Duties include service coverage for FA/PWA/team, processing money movements, answering non-investment questions, entering profile data, enrolling clients in digital tools, supporting marketing efforts and training initiatives.