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Client Service Associate

Morgan Stanley
Purchase, NY Full Time
POSTED ON 3/10/2025 CLOSED ON 4/7/2025

What are the responsibilities and job description for the Client Service Associate position at Morgan Stanley?

**About the Role**

Morgan Stanley is seeking a skilled Client Service Associate to provide exceptional support to our Financial Advisors and clients.

The ideal candidate will be responsible for cultivating and enhancing client relationships, providing administrative support, and maintaining knowledge of financial services products.

**Key Responsibilities:**

  • Support Financial Advisors in building and maintaining client relationships
  • Provide administrative support, including answering phone calls, responding to emails, and managing calendars
  • Maintain knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

**Requirements:**

  • Advanced Microsoft Office skills, including Word, Excel, Outlook, and PowerPoint
  • Exceptional writing, interpersonal, and client service skills
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