Client Service Associate
$34,320–$34,320 year
On-siteSan Diego, California, United States
Job Summary
Support Financial Advisor(s) and Private Wealth Advisor(s) teams by executing money movement transactions, answering non-investment account questions, and cultivating client relationships. Manage inbound and outbound calls, coordinate meetings and travel itineraries, and prepare expense reports while maintaining calendars and filing documentation. Assist with website maintenance, pre-fill account documentation, and educate clients on digital tools like MSOnline and eSign. Stay current on firm policies, procedures, and new platforms to deliver against business plans. This role offers a competitive base pay range of $34,320 to $90,000 annually, with potential commission and bonus earnings. Applicants must be willing to obtain Series 7, 66, 63, and 65 licenses. Join Morgan Stanley's global team of 80,000 employees working across 1,200 offices to raise and allocate capital for clients.
Required Qualifications
- High School Diploma/Equivalency
- Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- 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 multi-task
- Goal oriented, self-motivated and results driven
Desired Qualifications
- College degree preferred
- Industry experience is a plus
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