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Morgan Stanley

Client Service Associate *

Morgan Stanley - McLean, VA

Client Service Associate *','3103065','Jan 10, 2018','Americas-United States of America-Virginia-Mclean','','','Wealth Management','Part Time','Part Time','Non-Exempt','Non-Exempt','!*!POSITION SUMMARY:

The Client Service Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. The Client Service Associate is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams, as well as, new and existing clients.


Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance

Onboard new client accounts, which includes the collection of required documentation and client information

Maintain existing client relationships through the processing of client requests and making sure key client information and documentation is up to date

Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs

Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars

Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

Proactively participate in firm initiatives directed by local management

Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness ','!*!EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience 

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Willingness to obtain Series 7, 63 and 65 or Series 7 and 66


Strong computer skills and knowledge of Microsoft Office products

Exceptional interpersonal and client service skills

Detail orientated with superior organizational skills

Team player with the ability to collaborate with others

Ability to work in a fast-paced, evolving environment

Reports To:

Complex Business Service Officer or Business Service Manager


Morgan Stanley

EOE committed to diversifying its workforce.

M/F/D/V.','Client Service Associate *

12 days 4 hours ago

Morgan Stanley


Client Service Associate * Morgan Stanley - McLean, VA, United States


Location: McLean, VA

Company Profile:
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals worldwide. The company’s Institutional Securities segment offers financial advisory services on mergers and acquisitions, divestitures, joint ventures, corporate restructurings, recapitalizations, spin-offs, exchange offers, leveraged buyouts, takeover defenses, and shareholder relations, as well as provides capital raising and corporate lending services. This segment is also engaged in sales, trading, financing, and market-making activities, including institutional equity, fixed income and commodities, research, and investment activities, as well as offers financing services, such as prime brokerage, consolidated clearance, settlement, custody, financing, and portfolio reporting services. Its Wealth Management segment provides brokerage and investment advisory services covering various types of investments comprising equities, options, futures, foreign currencies, precious metals, fixed income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. This segment also offers education savings programs, financial and wealth planning services, annuity and other insurance products, cash management services, trust and fiduciary services, retirement solutions, and credit and other lending products, as well as fixed income principal trading services. The company’s Investment Management segment provides alternative investment products, such as hedge funds, private equity and real estate funds, and portable alpha strategies to institutional and intermediary channels, and high net worth clients, as well as is involved in real estate investing and merchant banking businesses. Morgan Stanley was founded in 1935 and is headquartered in New York, New York.