Palm Beach Gardens, 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, Organizational skills, Time management, Microsoft Office
San Francisco, California, United States · On-site
$35k–$90k/yr
POSITION SUMMARY: Registered 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 interact…
Skills: Financial services, Client service, Series 7, Series 66, Series 63
Glasgow, Scotland, United Kingdom · Hybrid
HR Employee Solutions is undergoing a transformation in our operating model to modernise HR service delivery across EMEA, ensuring global alignment, improved scalability, and the creation of capacity for higher value adv…
Skills: HR Generalist, Employee Relations, Stakeholder Management, Data Analytics, Performance Management
Sandy, Utah, United States · On-site
We know a lot about investing and are certain there’s no better investment a company can make than in its employees. People don’t just drive a company; they are the company. So, when people work at their best, companies …
Skills: Client success management, Stock plan administration, Equity compensation, Data management, Reconciliation
Alpharetta, Georgia, United States · On-site
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: Financial services risk management, Audit, Compliance, Wealth management, Equity stock plan
New York, New York, United States · Hybrid
$135k–$203k/yr
We're seeking someone to join our Credit Review Group as a Vice President. This is a specialized team within Internal Audit which is responsible for the independent assessment of the quality of loan underwriting, adequac…
Skills: Credit review, Internal audit, Loan underwriting, Credit risk assessment, Regulatory compliance
Mumbai City, Maharashtra, India · On-site
We’re seeking someone to join our team as an Associate in the Legal and Compliance division. In the Legal & Compliance division, we assist the Firm in achieving its business objectives by facilitating and overseeing the …
Skills: Financial services, Risk management, Regulatory compliance, Quality assurance, Data analysis
Bengaluru, Karnataka, India · On-site
We are looking for an energetic professional to join our Procurement Operations team at Morgan Stanley to support all aspects of the Purchase to Order process. The role will consist of providing daily oversight of the op…
Skills: Procurement operations, Procure-to-pay, Governance, BPO management, SLA management
Bengaluru, Karnataka, India · On-site
At Morgan Stanley India, we support the Firm’s global businesses, with critical presence across Institutional Securities, Wealth Management, and Investment management, as well as in the Firm’s infrastructure functions of…
Skills: Java, C++, C#, C, Algorithms
Bengaluru, Karnataka, India · On-site
Institutional Technology team of Morgan Stanley is looking for an experienced Java developer with sound knowledge of Spring, Restful API, Databases, Unix for its Data Governance and Data Quality(DQ) platform core team. T…
Skills: Java, Spring, Restful Api, Sql, Database Joins
Mumbai City, Maharashtra, India · On-site
We’re seeking someone to join our team as an Associate in Institutional Securities Group Product Operations (ISGPO) partners closely with Sales & Trading and our Clients to process daily activities, develop and implement…
Skills: Banking Operations, ISDA Definitions, OTC Products, Trade Confirmations, Risk Management
Budapest, Central Hungary, Hungary · Hybrid
We’re seeking someone to join our team as a Legal & Regulatory Compliance (Senior) Associate to work in our Finance Division. Morgan Stanley’s Corporate Treasury team in Budapest is hiring a Legal & Regulatory Compliance…
Skills: Regulatory compliance, Governance, Legal analysis, Regulatory affairs, Risk and controls
Mumbai City, Maharashtra, India · On-site
Job Description Division: Fixed Income Division Location: Mumbai Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management …
Skills: Data analysis, Data visualization, Quantitative analysis, Fixed income, Credit products
Mumbai City, Maharashtra, India · On-site
Division: Fixed Income Division Job Title: Financial Resource Management – FID team Location: Mumbai Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking…
Skills: Capital forecasting, Stress testing, Risk-weighted assets, Leverage exposure, ICAAP
Mumbai City, Maharashtra, India · On-site
Background on the Team Operations Risk & Regulatory Control (ORRC) partners across Global Operations and the Firm to identify and mitigate risk; understand and ensure compliance with regulatory requirements; and support …
Skills: Business resilience, Operational risk management, Regulatory compliance, Business continuity planning, Data analytics
London, England, United Kingdom · Hybrid
We’re seeking someone to join our team as hands-on Developer Engagement Lead to join the Firmwide developer tools group, MSDE. MSDE is responsible for shaping the SDLC within Morgan Stanley by implementing the tools, sys…
Skills: Software development, Developer engagement, AI coding tools, GitHub Copilot, Codex
Port Jefferson, New York, United States · On-site
$67k–$78k/yr
POSITION SUMMARY: Registered 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 interact…
Skills: Financial services, Client service, Interpersonal skills, Organizational skills, Time management
New York, New York, United States · On-site
$110k–$200k/yr
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 clien…
Skills: Global macro, FX strategy, Interest rate markets, Data analysis, Report writing
New York, New York, United States · On-site
$82k–$133k/yr
Trade Transaction Reporting Operations (TTRO) within Operations Risk and Regulatory Control (ORRC) has the responsibility for ensuring that Morgan Stanley fulfils its reporting obligations in a timely and accurate manner…
Skills: Regulatory reporting, OTC derivatives, SQL, Data analytics, Process improvement
New York, New York, United States · On-site
$115k–$190k/yr
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of our…
Skills: Fixed income sales, Trading, Market commentary, Portfolio reviews, Credit analysis
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The Client Service Associate provides daily support to Financial Advisors and their teams by managing client relationships and executing money movement transactions. They also handle administrative tasks such as calendar management, travel arrangements, and general office support.
Candidates should have a High School Diploma or equivalent, with a college degree preferred. Strong organizational, interpersonal, and Microsoft Office skills are required, along with a willingness to obtain industry-standard financial licenses.
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.
Provide service coverage for a FA/PWA/team including:
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.
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
