Part Time Office Service Associate

Client Service Associate 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. 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 • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA • Educating or enrolling clients in digital tools (e.g. 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 • training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., 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 • High School Diploma/Equivalency • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) • Exceptional writing, interpersonal and client service skills • To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status. At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. 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. To learn more about our offices across the globe, please copy and paste into your browser. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. 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.