Client Service Associate (Bilingual English/Portuguese)

Client Service Associate

Client Service Associates provide exceptional service to our clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their 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 will have strong interpersonal skills and will be able to assist clients with their everyday financial needs.

Responsibilities

Client Support

Provide comprehensive service coverage for an FA/PWA/team, including:

• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships.
• Executing money movement transactions upon request from the client and/or FA/PWA.
• Answering general, non-investment-related questions concerning client accounts (e.g., relaying stock positions and providing account balances such as funds due and margin debit).
• Entering profile information or pre-filling account documentation in a clerical capacity, as directed by 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).
• Assisting FAs/PWAs/teams in achieving their business plan and client service model objectives.
• Remaining current on all policies, procedures, and new platforms.
• Participating in firm initiatives (e.g., training or education programs), special projects, and other duties assigned 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 preparation (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, as directed by the FA/PWA.

Qualifications

Education and Experience

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

Knowledge and Skills

• Detail-oriented with superior organizational skills and the ability to prioritize tasks.
• 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 effectively with others.
• Ability to perform in a fast-paced, evolving environment.
• Adaptable and capable of multitasking.
• Goal-oriented, self-motivated, and results-driven.

Reporting Structure

This role reports to the 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 an employment visa status.

About Morgan Stanley

At Morgan Stanley, we raise, manage, and allocate capital for our clients—helping them reach their goals in a differentiated way for 90 years. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide our decisions every day to benefit our clients, communities, and more than 80,000 employees across 1,200 offices in 42 countries. At Morgan Stanley, you will find an opportunity to work alongside the best in the industry 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 throughout their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There is also ample opportunity for internal growth for those who show passion and grit in their work.

To learn more about our offices globally, please visit: https://www.morganstanley.com/about-us/global-offices.

The expected base pay rate for this role will be between $35,360 and $90,000 per year at the commencement of employment. However, the final base pay will be determined on an individualized basis and represents only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

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 regarding equal employment opportunity, please visit: https://www.morganstanley.com/people-opportunities/eeo.