Client Service Associate Client Service Associate …

Morgan Stanley
in San Francisco, CA, United States
Permanent, Full time
Be the first to apply
Morgan Stanley
in San Francisco, CA, United States
Permanent, Full time
Be the first to apply
Client Service Associate
PWM Client Service Associate


TheClient Service Associate enhances the client experience by providingexceptional client service, supporting Branch functions as needed, assisting insafeguarding client assets, and serving as administrative and operationalsupport to Financial Advisors. The Client Service Associate is responsible forunderstanding firm policies, procedures and digital capabilities that willallow them to interact with Financial Advisor teams, as well as, new andexisting clients.


  • Maintainexisting client relationships through the processing of client requests,resolving client inquiries, and making sure key client information anddocumentation is up to date

  • Conductoutreach to maintain strong relationships with client base and identify Firmservices and solutions, such as digital, online access and cash managementofferings, that support clients needs

  • Onboardnew client accounts, which includes the collection of required documentationand client information

  • Supportthe teams marketing strategy by maintaining marketing materials, includingdigital and social media platforms, and planning client events and seminars

  • Regularlyseek opportunities to use firm resources for peer sharing and collaboratingwith Financial Advisors

  • Proactivelyparticipate in firm initiatives directed by local management

  • Activelyengage in available training and education programs to maintain current statuson policies, procedures and risk awareness

  • Performadministrative duties that support Financial Advisors in daily businesspractices, including but not limited to, telephone coverage, business travelarrangements, coordination of client meetings, prepare travel & expensereports, and file & calendar maintenance


  • HighSchool Diploma/Equivalency

  • Collegedegree preferred

  • Industryexperience is a plus

  • Willingnessto obtain Series 7, 63 and 65 or Series 7 and 66


  • Strongcomputer skills and knowledge of Microsoft Office products

  • Exceptionalinterpersonal and client service skills

Primary Location: Americas-United States of America-California-San Francisco
Work Locations:
Job: Wealth Management
Organization: Morgan Stanley
Job Posting: Sep 8, 2020
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