Morgan Stanley · 6 hours ago
Client Service Associate
Boca Raton, FL
Full-time
Onsite
New Grad, Entry LevelMorgan Stanley is a global financial services firm helping clients reach their goals for 90 years. The Client Service Associate plays a key role in modernizing the client experience by enhancing client relationships and providing support through various services and solutions.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
Confirm authorization and authenticate client when processing requests
Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example
Review and take appropriate action on client account alerts
Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
Proactively participate in firm initiatives directed by local management
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
Qualification
Required
Understanding of firm policies, procedures and firm capabilities
Ability to cultivate and enhance new and existing client relationships
Active communication skills with clients
Ability to process client requests and resolve inquiries
Ability to provide guidance and ensure key information and documentation remains current
Ability to identify and assist with Firm services and solutions that support clients' needs
Experience with banking products and services
Experience with secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
Ability to confirm authorization and authenticate client when processing requests
Experience onboarding and maintaining client accounts
Ability to collect client information and required documentation
Experience processing money movement transactions
Ability to review and take appropriate action on client account alerts
Ability to partner with Financial Advisor(s) in developing a business plan
Ability to support the team's marketing strategy
Experience maintaining marketing materials, including digital and social media platforms
Ability to plan client events and seminars
Willingness to engage in available training and education programs
Ability to perform administrative duties that support Financial Advisors
Experience with telephone coverage, business travel arrangements, coordination of client meetings
Ability to prepare travel & expense reports, and file & calendar maintenance
Proactive participation in firm initiatives directed by local management
Ability to seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
Benefits
Some of the most attractive and comprehensive employee benefits and perks in the industry
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Founded in 1935
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Wei Christianson
Co-CEO Asia Pacific
Recent News
2026-01-13
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Company data provided by crunchbase