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Added 1 min ago
Nuclear Medicine Technologist
Saint Luke's
Lee's Summit, MO
…autonomously. The ideal candidate will be highly organized, adaptable, task oriented, resourceful, and possess strong communication skills. If you are enthusiastic about learning and…
Added 1 min ago
Registered Nurse - Pediatric Behavioral Health
Saint Luke's
Kansas City, MO
Added 1 min ago
Registered Nurse - Pediatric Behavioral Health
Saint Luke's
Kansas City, MO
Added 1 min ago
SL
RN, Med Surg - Ortho - Part Time, Days
Saint Luke's
Lee's Summit, MO
- Part-time
Added 1 min ago
Registered Nurse - Pediatric Behavioral Health
Saint Luke's
Kansas City, MO
Added 1 min ago
Registered Nurse- Emergency Department, Weekend Work
Saint Luke's
Kansas City, MO
Added 1 min ago
Registered Nurse - Pediatric Behavioral Health
Saint Luke's
Kansas City, MO
Added 1 min ago
PT Associate Faculty - Medical Professions
Cochise College
Sierra Vista, AZ
…programs leading to a variety of workforce certificates and associate degrees. The college is accredited by the Higher Learning Commission and is a designated Hispanic-Serving Institution…
Added 2 mins ago
Sales Associate
United Pacific
O'Fallon, MO
The Sales Associate at United Pacific works at an assigned store location and assists in the operation of the facility in a safe, customer-focused, and profitable manner. You will perform…
Added 3 mins ago
CU
Victim / Survivor Advocate
Cornell University
United States
- Up to $91,000 USD / year
Robust project management skills with the ability to multi-task and manage several projects at once in a fast-paced, high-volume work environment, with strong attention to detail and…
Added 6 mins ago
Eyecare Sales Associate
EssilorLuxottica Group
Long Grove, IL
Possesses the ability to multi-task and demonstrates the ability to prioritize and manage time with competing priorities.
Added 6 mins ago
Intake Specialist
AdaptHealth LLC
Remote, United States
High School Diploma, Associate’s degree in relatable field, Healthcare Administration, Business Administration or equivalent work experience required
Added 7 mins ago
BC
HR Generalist
BERKSHIRE COUNTY ARC INC.
Pittsfield, MA
- From $25.05 USD / hour
…for someone who works well in a busy environment, can multi-task, has a strong work ethic and who truly cares about helping…
Added 8 mins ago
NB
Warehouse Lead
Niagara Bottling
Rialto, CA
- $28.02 to $39.54 USD / hour
Ability to complete all essential function of Warehouse Associate position
Added 8 mins ago
JH
Area Specialist I
Jubilant HollisterStier
Spokane, WA
- $41 to $44 USD / hour
Added 8 mins ago
JH
Lead Associate, QA Compliance
Jubilant HollisterStier
Spokane, WA
- $77,969 to $101,200 USD / year
The QA Compliance lead Associate provides support to the company Deviations, Corrective and Preventive Action (CAPA) program through a complete assessment of Root Cause Analysis (RCA) of…
Added 8 mins ago
Service Desk Technician - Bilingual Spanish/English (TIER 1)
Logicalis, Inc.
Mercer Island, WA
Trade School Certificate or Associate Degree in related field.
Added 8 mins ago
Warehouse Associate
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- REASONING ABILITY This position is one which often requires the ability to multi-task. Must be able to quickly assess situations and make accurate decisions based on the information at…
Added 10 mins ago
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Environmental Services Manager in Training / Crothall Healthcare, St. Louis Children's Hospital
Compass Group, North America
Saint Louis, MO
- $51,000 to $53,000 USD / year
+ Bachelor's or Associate Degree received by May 2027 or prior (required)
Added 10 mins ago
Program Coordinator - Student Accommodations and Support Services - C99083
EASTERN WASHINGTON
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Proven attention to detail and accuracy, ability to multi-task and manage deadlines;
Added 11 mins ago
Warehouse Associate - Animal Health International
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The Warehouse Associate strives to exceed customer expectations by ensuring orders are available, accurate, salable and received in a timely manner. This position will demonstrate order…
Added 11 mins ago
RN, Medical Intermediate Float Pool
Saint Luke's
Kansas City, MO
Added 13 mins ago
Early Head Start (EHS) Teacher - Infant/Toddler
COMMUNITY COLLEGES OF SPOKANE
Spokane, WA
State-awarded certificate in Early Childhood Education - Infant Toddler Care or Child Development Associate (CDA) credential.
Added 14 mins ago
Registered Nurse - LDRP
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Registered Nurse - Labor & Delivery
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Closed listing

Morgan Stanley

Client Service Associate

Birmingham, AL, United States
Birmingham, United States

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Closing date: May 4, 2027
Posting language: English
Posted: Nov 5, 2026

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Original job description

Archived listing. The details below describe a past opening.

POSITION SUMMARY

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.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

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
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 a clerical capacity at the direction of the client and/or FA/PWA
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
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

ADMINISTRATIVE SUPPORT:

Answering inbound phone calls or making outbound calls (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

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills

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

Reports to:

Business Service Officer

To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.

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’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.

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.

About employer

More about this job

Skills

Interpersonal skills
Documentation
Administrative support
Scheduling
Logistics
Organizational skills
Microsoft Office
Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Time management
Adaptability

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