Chicago, Illinois, United States · On-site
$31k–$90k/yr
Job Description POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular inte…
Skills: Client Relationship Management, Money Movement Transactions, Microsoft Office, Time Management, Interpersonal Skills
Seattle, Washington, United States · Hybrid
$78k–$185k/yr
ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41…
Skills: Cloud Native Applications, Python, C#, Java, AWS
Montreal, Quebec, Canada · Hybrid
We’re seeking someone to join our team as a Java/Scala Application Developer to build and support critical Wealth Management Finance technology solutions that enable scalable data processing, application development, and…
Skills: Java EE, Scala, Spring, EJB, Gradle
Mumbai City, Maharashtra, India · On-site
Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve client…
Skills: Python, Java, C++, KDB Database, Quantitative Research
Tokyo, Japan · On-site
About the Company Morgan Stanley is a leading global financial services Firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clie…
Skills: Equity Research, Financial Modeling, Financial Statement Analysis, Data Analysis, Corporate Valuation
Red Bank, New Jersey, United States · On-site
$33k–$90k/yr
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with cl…
Skills: Client Service, Interpersonal Skills, Microsoft Office, Time Management, Organization
Glasgow, Scotland, United Kingdom · Hybrid
We are seeking someone to join our team as a Director in Divisional Management to support delivery of the Global Operations Transformation strategy of delivering capacity and supporting our clients, improving their user …
Skills: Duco, Alteryx, UiPath, Power BI, Stakeholder Management
Tokyo, Japan · On-site
Why Join Us Join a globally distributed team building mission-critical secured financing and collateral platforms. You’ll partner with the front office to deliver time-critical outcomes (e.g., collateral allocation, intr…
Skills: Core Java, Spring, SQL, Angular, Python
Budapest, Central Hungary, Hungary · Hybrid
LCD Innovation is responsible for designing and delivering transformative solutions across the Legal & Compliance Division. The team drives operational excellence by optimizing business processes, improving data and repo…
Skills: Business Analysis, Solution Design, Requirements Gathering, Low-Code/No-Code Platforms, Stakeholder Management
Boston, Massachusetts, United States · On-site
$100k–$145k/yr
Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 25 countries with $1.9 Tn in assets under management or supervision as of March 31, 2026. MSIM strives to provi…
Skills: Investment Communications, Portfolio Construction, Client Engagement, Equity Research, Product Positioning
Budapest, Central Hungary, Hungary · Hybrid
Are you passionate about transforming data into strategic insights and shaping how a global financial institution manages risk? Join Morgan Stanley's Global Operational Risk Scenario Analysis team and play a pivotal role…
Skills: Operational Risk Management, Scenario Analysis, Quantitative Analysis, Stakeholder Management, Risk Measurement
Mumbai City, Maharashtra, India · On-site
Morgan Stanley Electronic Trading (“MSET”) is a global leader in equity and derivatives electronic trading. The role is based in Mumbai and requires working with the Quant Client Coverage team and COO in North America. T…
Skills: Data Analytics, Reporting, Project Management, Client Communication, Microsoft Excel
Purchase, New York, United States · On-site
$110k–$190k/yr
Strategic Change Leader, Offshore Delivery Strategy and AI Testing – Vice President Wealth Management Platforms Purchase, NY We are seeking a forward-thinking leader who is energized by the opportunity to drive transform…
Skills: Large-scale Transformation, Onshore/Offshore Delivery Strategy, Generative AI Testing, Agentic AI Testing, Stakeholder Management
New York, New York, United States · On-site
$150k–$200k/yr
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide incl…
Skills: Municipal Public Finance, Debt Capital Markets, Microsoft Excel, Microsoft PowerPoint, Python
Mumbai City, Maharashtra, India · On-site
Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve client…
Skills: Asset Management, Covenant Tracking, Financial Spreading, Risk Reporting, Microsoft Excel
New York, New York, United States · On-site
$150k–$200k/yr
The Institutional Equity Division (IED) is a global leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. The Firm’s equity Sales & Trading operations provide liqu…
Skills: Financial Data Analysis, SQL, KDB, Python, Problem Solving
Sarasota, Florida, United States · On-site
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with cl…
Skills: Client Service, Interpersonal Skills, Microsoft Office, Time Management, Organization
Seattle, Washington, United States · Hybrid
$70k–$140k/yr
ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41…
Skills: Market Data Analysis, Pricing Data Management, Data Mastering, UAT, Regression Testing
New York, New York, United States · On-site
$120k–$165k/yr
We're looking for a Senior Cybersecurity Engineer to join our Cloud and Platform Security team. In this role, you'll sit at the intersection of security, data and software engineering - translating complex, ambiguous bus…
Skills: Software Engineering, Cloud Security, Data Pipeline Design, Technical Architecture, AWS
Baltimore, Maryland, United States · On-site
$160k–$250k/yr
This is a senior Executive Director role within Cybersecurity, responsible for leading governance, risk oversight, and stakeholder engagement for a highly specialized cyber defense environment. The role sits at the inter…
Skills: Cyber Governance, Technology Risk, Stakeholder Engagement, Regulatory Engagement, Threat Hunting
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Provide exceptional service and administrative support to Financial Advisors and their clients. Responsibilities include executing transactions, managing calendars, and assisting with client relationship cultivation.
Requires a high school diploma, with a college degree preferred and a willingness to obtain Series 7 and 66/63/65 licenses. Candidates should possess strong organizational skills and proficiency in Microsoft Office.
Job Description
POSITION SUMMARY
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and/or FA/PWA
• Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance)
• Assist FAs/PWAs/teams in delivering against their business plan and client service model
• Remaining current on all policies, procedures and new platforms
• Participating in firm initiatives (e.g., training or education programs) , special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT:
• Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
• Assisting with general in-office support functions such as copying, filing and scanning documentation
• Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
• High School Diploma/Equivalency
• College degree preferred
• Industry experience is a plus
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Knowledge/Skills
• Detail orientated with superior organizational skills and ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task
• Goal oriented, self-motivated and results driven
Reports to:
• Business Service Officer
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Salary range for the position: $31,200 and $90,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be Illinois (Statewide) eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
