Client Service Associate

Client Service Associate at Morgan Stanley provides high-quality client service in support of Financial Advisors and Private Wealth Advisors, handling responsibilities such as money movement transactions, answering client questions, entering profile information and documents, educating/enrolling clients in digital tools, supporting marketing efforts, maintaining calendars and travel itineraries, processing expense reports, and performing general in-office administrative duties. The role requires strong written and interpersonal skills, advanced Microsoft Office proficiency, the ability to multi-task in a fast-paced environment, and a collaborative, client-first mindset. Education requirements include a High School Diploma or Equivalent with a college degree preferred; willingness to obtain relevant securities licenses (Series 7, Series 66, Series 63, Series 65) as applicable.