Client Service Associate

SUMMARY   Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.  Through regular interactions with clients, individuals in this role build trusted relationships.  Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

CLIENT SUPPORT  Provide service coverage for a FA/PWA/team including:    • 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 (e.g., funds due and margin debit)  • Enter profile information or pre-fill account documentation on client accounts and/or documents in aa 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  ADMINISTRATIVE SUPPORT:   • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)    • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)   • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process  • Assisting with general in-office support functions such as copying, filing and scanning documentation   •  Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:  Education and/or Experience  • High School Diploma/Equivalency  • 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  Knowledge/Skills  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts  • Detail orientated with superior organizational skills and ability to prioritize   • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)  • Exceptional writing, interpersonal and client service skills  • Strong time management skills  • Team player with the ability to collaborate with others  • Ability to work in a fast-paced, evolving environment  • Adaptable and ability to multitask   • Goal oriented, self-motivated and results driven  Reports to:  • Business Service Officer WHAT 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