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Morgan Stanley Client Service Associate Jobs (NOW HIRING)

Client Service Associate

Ridgeland, MS

$12.50 - $17/hr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

Client Service Associate

Winston Salem, NC · On-site

$13.50 - $18.50/hr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

Client Service Associate

Richmond, VA

$14.25 - $19.75/hr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

Client Service Associate

Richmond, VA · On-site

$14.25 - $19.75/hr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

Client Service Associate

Winston Salem, NC

$13.50 - $18.50/hr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

Client Service Associate

Ridgeland, MS · On-site

$12 - $16.75/hr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

Client Service Associate

Richmond, VA

$14.25 - $19.75/hr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

Client Service Associate

Charleston, WV · On-site

$14 - $19.50/hr

Client Service Associate Client Service Associates provide exceptional service to our clients and ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

Client Service Associate

Charleston, WV

$14 - $19.50/hr

Client Service Associate Client Service Associates provide exceptional service to our clients and ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

Client Service Associate Client Service Associates provide exceptional service to our clients and ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

Client Service Associate

Louisville, KY · On-site

$14 - $19.25/hr

lient Service Associate Client Service Associates provide exceptional service to our clients and ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

Client Service Associate

Charleston, WV · On-site

$14 - $19.50/hr

Client Service Associate Client Service Associates provide exceptional service to our clients and ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

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Morgan Stanley Client Service Associate information

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How much do morgan stanley client service associate jobs pay per hour?

As of Jun 16, 2026, the average hourly pay for morgan stanley client service associate in the United States is $19.01, according to ZipRecruiter salary data. Most workers in this role earn between $15.14 and $20.19 per hour, depending on experience, location, and employer.

What are some common challenges faced by Client Service Associates at Morgan Stanley, and how can new hires effectively navigate them?

Client Service Associates at Morgan Stanley often manage a high volume of client inquiries while ensuring accuracy and compliance with financial regulations. Balancing multiple priorities, such as supporting financial advisors and resolving client issues promptly, can be challenging. New hires can navigate these challenges by developing strong organizational skills, maintaining clear communication with team members, and proactively seeking guidance from experienced colleagues. Embracing technology tools provided by the firm and participating in ongoing training also help associates stay efficient and up-to-date with industry standards.

What does a Morgan Stanley Client Service Associate do?

A Morgan Stanley Client Service Associate supports financial advisors and their clients by handling account administration, resolving client inquiries, and ensuring smooth day-to-day operations. They assist with account opening, maintenance, and transfers, and help process financial transactions. Client Service Associates also communicate directly with clients to address service needs, provide information, and coordinate with other departments within Morgan Stanley to deliver a high level of client satisfaction.

What are the key skills and qualifications needed to thrive as a Morgan Stanley Client Service Associate, and why are they important?

To thrive as a Morgan Stanley Client Service Associate, you need strong financial acumen, attention to detail, and a bachelor's degree in finance, business, or a related field. Familiarity with CRM platforms, financial planning software, and regulatory requirements such as the Series 7 and 66 licenses is highly valuable. Exceptional communication, problem-solving abilities, and a client-focused mindset set top performers apart. These skills and qualifications are crucial for delivering seamless client experiences, ensuring regulatory compliance, and supporting financial advisors effectively.

What is the difference between Morgan Stanley Client Service Associate vs Morgan Stanley Financial Advisor?

AspectMorgan Stanley Client Service AssociateMorgan Stanley Financial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; FINRA Series 7 and 63 licenses often preferredRequires FINRA Series 7, 63, and 65 licenses; often a bachelor's degree or higher
Work EnvironmentClient support, administrative tasks, assisting advisorsClient consultations, investment planning, portfolio management
Employer & Industry UsageUsed within Morgan Stanley for client support rolesUsed across financial firms for client-facing advisory roles

The Morgan Stanley Client Service Associate primarily supports financial advisors by handling administrative and client service tasks, requiring relevant licenses and a focus on client support. In contrast, the Morgan Stanley Financial Advisor actively manages client portfolios and provides investment advice, requiring additional licenses and a focus on financial planning. Both roles are integral to Morgan Stanley's client service model but differ in responsibilities and qualifications.

What cities are hiring for Morgan Stanley Client Service Associate jobs? Cities with the most Morgan Stanley Client Service Associate job openings:
Client Service Associate

Client Service Associate

Morgan Stanley

Ridgeland, MS

$12.50 - $17/hr

Other

Posted 10 days ago


Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 147 frontline employees who took The Breakroom Quiz

40th of 138 rated financial services


Job description

POSITION SUMMARY
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
  • 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
OTHER
  • 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
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
  • Strong computer skills and knowledge of Microsoft Office products
  • Exceptional writing, interpersonal and client service skills
  • Detail orientated with superior organizational skills and ability to prioritize tasks
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Goal oriented, self-motivated and results driven
Reports to:
  • Business Service Manager

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.

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