Client Service Associate
$31,200–$90,000 year
On-siteWestborough, Massachusetts, United States
EXPIREDWestborough, Massachusetts, United StatesOn-siteFull Time$31,200–$90,000 yearMid LevelBachelors DegreeEnterprise
Full TimeMid LevelBachelors DegreeEnterprise
Job Summary
Client Service Associate at Morgan Stanley provides broad client-support to Financial Advisors/Private Wealth Advisors and teams, handling money movements, client inquiries, account documentation, digital-tool enrollment (MSOnline, eSign, eAuthorization), and administrative tasks (calendar, travel, expense reports). Requires strong interpersonal skills, detail orientation, and ability to collaborate with others in a fast-paced environment, with emphasis on client-first service and supporting business plans and marketing efforts.
Required Qualifications
- High School Diploma/Equivalency
- College degree preferred
- Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
- Exceptional writing, interpersonal and client service skills
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