Microsoft logo
Microsoft3 days ago

Client Service Associate

$35,360–$90,000 year

On-site · Rochester, New York, United States

Type
Part Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise

Job Summary

Client Service Associate at Morgan Stanley provides dedicated client support to Financial Advisors/Private Wealth Advisors and teams. Responsibilities include handling client money-movement requests, addressing general non-investment questions, updating/entering profile information, educating clients on digital tools (MSOnline, eSign, eAuthorization), supporting marketing efforts, assisting with calendar/scheduling, travel itineraries, and in-office administrative tasks. Requires strong writing and interpersonal skills, advanced Microsoft Office proficiency, ability to multitask in a fast-paced environment, and a high school diploma or equivalent; willingness to obtain securities licenses (Series 7/66 or 63/65 as applicable). Reports to the Business Service Officer and participates in training and firm initiatives. Expected base pay range is $35,360 to $90,000 per year, with potential for commissions and bonuses. Morgan Stanley is an equal opportunity employer with a diverse workforce and global presence.

Required Qualifications

  • High School Diploma/Equivalency
  • Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Sorce

Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.

Hiring someone like this?

Get your role in front of qualified candidates on Sorce.

Get started

$35k – $90k / yr

Client Service Associate · Microsoft

Apply on Sorce