Morgan Stanley

Client Service Associate**

NEW YORK, NYPosted a month ago

Job summary

  • Job post source

    This job is directly from Morgan Stanley

  • Job overview

    The Client Service Associate role at Morgan Stanley focuses on providing exceptional service to clients and supporting Financial Advisors and teams, fostering trusted relationships and ensuring client needs are met.

  • Responsibilities and impact

    Daily responsibilities include supporting Financial Advisors in client relationship management, executing transactions, answering client inquiries, managing administrative tasks, and participating in firm initiatives.

  • Compensation and benefits

    The expected base pay range for this role is between $35,000 and $85,000 per year, with additional compensation including commissions, bonuses, and comprehensive employee benefits.

  • Experience and skills

    Candidates should have a high school diploma, with a college degree preferred, and must be willing to obtain relevant industry licenses; strong organizational and interpersonal skills are essential.

  • Career development

    Morgan Stanley offers opportunities for professional growth through mentorship and a commitment to diversity and inclusion, fostering a supportive work environment.

  • Work environment and culture

    The company culture emphasizes client-first values, integrity, diversity, and collaboration, with a focus on maintaining high standards of excellence.

  • Company information

    Morgan Stanley has a legacy of over 85 years, serving clients globally with a commitment to excellence and a diverse workforce across 1,200 offices in 42 countries.

  • Team overview

    The Client Service Associate will work closely with Financial Advisors and teams, contributing to a collaborative environment focused on client service and support.

  • Job location and travel

    The job is likely based in one of Morgan Stanley's offices, with potential for remote work options depending on specific team needs.

  • Application process

    Applicants should prepare necessary documentation and follow the application instructions provided on Morgan Stanley's careers page.

  • Unique job features

    This position offers unique opportunities to engage with clients and support innovative financial solutions, contributing to the overall client experience.

Company overview

Morgan Stanley is a leading global financial services firm that provides investment banking, securities, wealth management, and investment management services. The company generates revenue through advisory fees, trading commissions, asset management fees, and interest income from lending activities. Founded in 1935, Morgan Stanley has a rich history marked by its role in major financial transactions and its resilience through economic cycles. The firm is known for its strong client relationships and innovative financial solutions.

How to land this job

  • Position your resume to emphasize your strong interpersonal skills and client service experience, as these are critical for a Client Service Associate at Morgan Stanley.

  • Highlight your proficiency with Microsoft Office applications, particularly Word, Excel, and Outlook, as advanced skills in these areas are specifically mentioned in the job description.

  • Apply through various platforms, including Morgan Stanley's corporate site and LinkedIn, to maximize your chances of being noticed for this role.

  • Connect with current employees in the Client Service division at Morgan Stanley on LinkedIn to learn more about the role and the company culture; potential ice breakers could include asking about their experience with client interactions or inquiring about team dynamics.

  • Optimize your resume for ATS by incorporating relevant keywords from the job description, such as 'client support,' 'organizational skills,' and 'team player,' to ensure it passes initial screenings.

  • Consider using Jennie Johnson's Power Apply feature, which can streamline your application process by tailoring your resume, identifying the best application channels, and helping you connect with relevant professionals on LinkedIn.

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