Client Service Associate at Morgan Stanley – Elevate Your Career in Financial Services
Location: New York, NY, United States
Employment Type: Full-time
Job Level: Professional
Salary Range: $35,000 – $85,000 per year
About Morgan Stanley
Morgan Stanley is a global leader in financial services, with a reputation built on over 85 years of excellence. With 80,000+ employees across 1,200 offices in 42 countries, we are committed to providing first-class service and maintaining the highest standards of integrity. Our five core values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – define who we are and guide our success.
Join us and become a part of a company that fosters collaboration, innovation, and professional growth. Learn more about our commitment to excellence at morganstanley.com.
Job Overview: Client Service Associate
Are you passionate about financial services and client relationships? Do you thrive in a fast-paced, collaborative environment? Morgan Stanley is seeking a Client Service Associate to help shape the future of service and enhance the client experience with an elevated standard of care.
As a Client Service Associate, you will play a key role in engaging clients, processing requests, ensuring compliance with firm policies, and supporting Financial Advisors in delivering the full capabilities of the firm. This is an excellent opportunity to grow your career in the financial industry with one of the most prestigious firms in the world.
Key Responsibilities
Client Support:
- Cultivate and maintain strong client relationships through proactive communication.
- Process client requests efficiently and resolve inquiries with a client-first mindset.
- Provide guidance on banking products, services, and digital tools like Morgan Stanley Online and Morgan Stanley Mobile.
- Authenticate and verify client transactions to ensure compliance and security.
- Manage account onboarding, updates, and documentation to keep records current.
- Monitor client account alerts and take appropriate action to ensure seamless service.
Operational & Administrative Support:
- Partner with Financial Advisors to develop business plans and execute client service models.
- Maintain and update marketing materials, including digital and social media platforms.
- Plan client events, seminars, and engagement initiatives to foster stronger relationships.
- Stay up to date on policies, procedures, and industry best practices.
- Assist with administrative duties such as travel coordination, meeting scheduling, expense reporting, and file management.
- Collaborate with cross-functional teams to implement firm initiatives and ensure seamless operations.
Business Growth & Development:
- Identify and recommend Morgan Stanley services and solutions that align with client needs.
- Leverage digital tools and technology to enhance client experiences and improve efficiency.
- Actively participate in firm-sponsored training, professional development, and mentorship programs.
- Work alongside industry experts and gain insights into wealth management strategies.
Qualifications & Skills
Education & Experience:
- High School Diploma or equivalent required; College degree preferred.
- Prior experience in financial services, banking, or client support is a plus.
- Willingness to obtain Series 7 (GS), Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA) licenses.
Technical & Soft Skills:
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
- Strong analytical, problem-solving, and decision-making skills.
- Exceptional verbal and written communication abilities.
- Detail-oriented with superior organizational and time management skills.
- Ability to multitask, prioritize, and work efficiently under tight deadlines.
- Team player with excellent collaboration and interpersonal skills.
- Goal-driven, self-motivated, and results-oriented mindset.
- Ability to work in a fast-paced, evolving environment while maintaining professionalism.
Why Join Morgan Stanley?
At Morgan Stanley, we believe in investing in our employees and providing them with the tools they need to succeed. When you join our team, you gain access to a host of benefits and professional growth opportunities, including:
Comprehensive Benefits Package:
- Competitive salary and performance-based bonuses.
- 401(k) retirement plan with employer contributions.
- Medical, dental, and vision insurance with extensive coverage.
- Generous paid time off (PTO), holidays, and parental leave.
- Tuition reimbursement programs and access to ongoing training.
- Employee discounts, wellness programs, and corporate perks.
Career Growth & Development:
- Work alongside top-tier professionals in the financial services industry.
- Participate in mentorship programs, leadership training, and networking events.
- Gain hands-on experience with innovative technology and financial tools.
- Access continuous learning opportunities and professional certification support.
Diversity, Inclusion & Community Impact:
- Morgan Stanley is committed to creating an inclusive workplace that values diverse perspectives and talents.
- We support equal employment opportunities and encourage individuals from all backgrounds to apply.
- Our employees actively participate in volunteer and philanthropic initiatives to give back to the community.
- Learn more about our commitment to diversity and social responsibility at morganstanley.com/diversity.
Salary & Compensation
- Base Salary Range: $35,000 – $85,000 per year.
- Additional commission earnings, bonuses, and incentive packages may be available based on performance and position.
- Employees receive access to Morgan Stanley-sponsored benefit programs and equity awards.
How to Apply
Are you ready to take the next step in your career? Join Morgan Stanley as a Client Service Associate and make an impact in the financial services industry.
📢 Apply now and be part of a dynamic team that is redefining the future of client service!
🔗 Apply Now
For any inquiries or to learn more about this opportunity, please contact our recruiting team at careers@morganstanley.com.
Equal Opportunity Employer Statement
Morgan Stanley is an equal opportunity employer committed to fostering an inclusive and diverse workforce. We ensure fair employment opportunities regardless of race, color, religion, age, sex, gender identity, national origin, disability, or veteran status.
We also encourage applications from individuals with diverse backgrounds, experiences, and perspectives.
🌟 Join Morgan Stanley and build a rewarding career with one of the world’s most trusted financial institutions! 🌟
