Oakland, California, United States · On-site
$72k–$85k/yr
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 interactions with clients,…
Skills: Client Relationship Management, Money Movement Transactions, Account Onboarding, Digital Tool Enrollment, Calendar Management
New York, New York, United States · On-site
$90k–$115k/yr
We're seeking someone to join our Segment Reporting & Analytics Team as an Associate in Investment Management Finance (IM Finance) to be involved in accounting, finance and process transformation, as well as calculating …
Skills: Financial Planning & Analysis, Revenue Forecasting, Expense Allocation, CCAR Stress Testing, Financial Modeling
Norwell, Massachusetts, United States · On-site
$120k–$170k/yr
The Risk Officer is responsible for a wide variety of supervisory, compliance, and risk functions. In conjunction with the Senior Risk Officer, the Risk Officer has accountability for maintaining a consistent controlled …
Skills: Risk Management, Compliance, Supervision, Regulatory Adherence, Business Ethics
South Jordan, Utah, United States · On-site
We're seeking someone to join our team as a Director in ISG Equity Operations within Prime Brokerage Client Operations. This is a senior, hands on technical role, designed for an experienced operations professional who b…
Skills: Trade Lifecycle Management, Prime Brokerage Operations, Risk Management, Root Cause Analysis, Client Service
Tokyo, Japan · On-site
Who are we? The Institutional Equity Division (IED) is a global leader in the origination, distribution and trading of equity, equity derivatives and hybrid products. We are looking for a Financial Engineer based in Toky…
Skills: JavaScript, Python, SQL, Kdb+/q, Project Management
Purchase, New York, United States · On-site
$85k–$140k/yr
Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management (“WM”), and Asset Management. The WM network incl…
Skills: Commercial Real Estate Lending, Asset Management, Underwriting, Credit Analysis, Financial Modeling
New York, New York, United States · On-site
$100k–$250k/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: Risk Management, Contractual Analysis, ISDA, CSA, Prime Brokerage
New York, New York, United States · On-site
$120k–$200k/yr
We're seeking someone to join our Finance - Change & Innovation team as a Finance Portfolio Strategy Specialist in Finance to translate the Finance transformation agenda into disciplined portfolio governance and structur…
Skills: Program Management, Portfolio Governance, Finance Transformation, AI Innovation, Risk Management
Boston, Massachusetts, United States · On-site
$80k–$115k/yr
We are seeking an experienced and detailed-oriented Portfolio Accounting & Recordkeeping Associate to support and develop a best-in-class Portfolio Accounting function. In the Operations division, we partner with busines…
Skills: Portfolio Accounting, Recordkeeping, Aladdin, Asset Management, Fund Accounting
Mumbai City, Maharashtra, India · On-site
Role Title- Institutional Securities Data Strategy & Analytics, Associate/Senior Associate, Business Solutions Group - ISGM We’re seeking someone to join our team as an Associate/ Senior Associate to collaborate with col…
Skills: Data Analysis, SQL, Python, Tableau, Power BI
London, England, United Kingdom · Hybrid
Interest Rates Derivatives Structurer Company Profile: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management serv…
Skills: Interest Rate Derivatives, Structuring, Pricing, Execution, XVA
Mumbai City, Maharashtra, India · On-site
Role Title- Institutional Securities Strategic Consulting & Transformation , Associate/Senior Associate, Business Solutions Group - ISGM We’re seeking someone to join our team as an Associate/ Senior Associate to provide…
Skills: Program Management, Strategic Consulting, Change Management, Data Analysis, Stakeholder Coordination
Budapest, Central Hungary, Hungary · Hybrid
We're seeking someone to join our team as a Model Application Developer in Finance Technology to join a newly forming team in Budapest that is building a modern forecasting platform used across Finance at Morgan Stanley.…
Skills: Java, Scala, Relational Databases, NoSQL, AI Tools
Boston, Massachusetts, United States · On-site
$80k–$115k/yr
We are seeking an experienced and detailed-oriented Portfolio Accounting & Recordkeeping Associate to support and develop a best-in-class Portfolio Accounting function. In the Operations division, we partner with busines…
Skills: Portfolio Accounting, Recordkeeping, Aladdin, Asset Management, Fund Accounting
New York, New York, United States · On-site
$250k–$275k/yr
Investment Banking Technology Vice President - New York WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a wa…
Skills: Investment Banking Technology, Capital Allocation, Financial Technology
Houston, Texas, United States · On-site
Global Power & Energy WHAT YOU CAN EXPECT FROM MORGAN STANLEY: 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’v…
Skills: Investment Banking, Capital Allocation, Financial Advising, Origination, Capital Distribution
Mumbai City, Maharashtra, India · On-site
We're seeking someone to join our team as an Associate in the Legal and Compliance division . This team provides support services to onshore corporate secretarial team in the Legal and Compliance Division In the Legal & …
Skills: Corporate Secretarial, Corporate Governance, Statutory Book Maintenance, Drafting Minutes, Legal Entity Lifecycle Management
Mumbai City, Maharashtra, India · On-site
Role Title- Institutional Securities Strategic Consulting & Transformation (Global Markets), Vice President, Business Solutions Group- ISGM We’re seeking someone to join our team as a Vice President to provide program ma…
Skills: Program Management, Strategic Consulting, Change Management, Executive Stakeholder Management, Data Analysis
Mumbai City, Maharashtra, India · On-site
Role Title- Institutional Securities Strategic Consulting & Transformation (Global Markets), Manager/Senior Manager, Business Solutions Group- ISGM We’re seeking someone to join our team as an Manager/ Senior Manager to …
Skills: Program Management, Strategic Consulting, Change Management, Data Analysis, Stakeholder Coordination
New York, New York, United States · On-site
$80k–$135k/yr
We are seeking a motivated and adaptable associate to join our Integrated Client Intelligence team in New York. This role is ideal for someone passionate about technology, client strategy, reporting, and relationship man…
Skills: Technology Management, Delivery Leadership, Program Management, Product Operations, Change Management
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Provide exceptional service and administrative support to Financial Advisors and their clients. Responsibilities include executing money movements, onboarding accounts, and managing calendars and travel itineraries.
Requires a High School Diploma and active Series 7 and Series 66 (or 63 and 65) licenses. A college degree and at least two years of industry experience are preferred.
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 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:
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/team
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 aa clerical capacity at the direction of the client and/or FA/PWA/team
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
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
Answering inbound phone calls or making outbound calls with updates on service requests (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
High School Diploma/Equivalency
College degree preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
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 multitask
Goal oriented, self-motivated and results driven
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.
Expected base pay rates for the role will be between $72,200 and $85,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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
