Private Wealth Management Client Service Associate

Position Summary Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business by engaging and utilizing the full capabilities of the firm. Duties and Responsibilities Cultivate and enhance client relationships through active communication, processing requests, resolving inquiries, providing guidance, and ensuring current documentation. Identify and recommend firm services and solutions that support clients’ needs, including banking products, services, and secure, digital offerings such as online and mobile platforms. Confirm client authorization and authenticate clients when processing requests. Onboard and maintain client accounts, including collecting required information, assessing risk, processing money movement transactions, and handling estate needs. Input orders at the direction of clients and/or Financial Advisors, and discuss reinvestment options and corporate actions. Prepare financial plans, client reports, and other materials for client meetings. Review and take appropriate action on client account alerts. Partner with Financial Advisors to develop business plans and deliver on a client service model. Support the team’s marketing strategy by maintaining marketing materials, managing digital and social media platforms, and planning client events and seminars. Engage in training and education programs, stay current on policies, procedures, and new platforms, and attend scheduled training calls. Perform administrative duties that support Financial Advisors, including telephone coverage, travel arrangements, meeting coordination, travel and expense reports, and calendar maintenance. Proactively participate in firm initiatives directed by local management. Seek opportunities for peer sharing and collaboration with Financial Advisors. Education, Experience, Knowledge, and Skills 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. High School Diploma or equivalency; college degree preferred. Strong industry, product, and branch procedures knowledge. Exceptional writing, interpersonal, and client service skills. Detail‑oriented with superior organizational skills and ability to prioritize tasks. Proficient with Microsoft Office and other computer applications. Team player who collaborates effectively with others. Ability to work in a fast‑paced, evolving environment. Goal‑oriented, self‑motivated, and results driven. Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts. Reports To Business Service Officer Compensation Expected base pay rates for the role will be between $34,320 and $90,000 per year at the commencement of employment. Equal Opportunity Statement Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. #J-18808-Ljbffr