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Morgan Stanley

68 Morgan Stanley Client Services Associate Jobs Hiring Near You

Morgan Stanley

SRU Accounts Team Specialist

Columbus, OH · On-site

$14 - $19.25/hr

Excellent interpersonal and client service skills. * Strong written and verbal communication skills ... service status, genetic information, or any other characteristic protected by law. Morgan Stanley ...

Morgan Stanley

SRU Accounts Team Specialist

Columbus, OH · On-site

$14 - $19.25/hr

Excellent interpersonal and client service skills. * Strong written and verbal communication skills ... service status, genetic information, or any other characteristic protected by law. Morgan Stanley ...

Morgan Stanley

Client Service Associate

Purchase, NY

$58K - $115K/yr

M/F/D/V Version: 7/10/2024 Morgan Stanley Client Service Associate Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA ...

Morgan Stanley

Client Service Associate

Purchase, NY · On-site

$58K - $115K/yr

M/F/D/V Version: 7/10/2024 Morgan Stanley Client Service Associate • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA ...

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Morgan Stanley Jobs Information

What is it like to work at Morgan Stanley?

Morgan Stanley is a global financial institution that values a culture of innovation, collaboration, and integrity, with a strong emphasis on teamwork and professional development. The company operates in a fast-paced environment with a diverse range of teams, including investment banking, wealth management, and asset management, offering opportunities for employees to work on complex projects and contribute to the company's mission of helping clients achieve their financial goals. Working at Morgan Stanley can appeal to candidates who are looking for a challenging and dynamic career in finance, with opportunities for growth and advancement in a global organization.

What makes Morgan Stanley an attractive place to work?

Morgan Stanley is a leading global financial services firm with a long history of innovation and a commitment to excellence in the financial industry. The company offers a dynamic and collaborative work environment that fosters creativity, teamwork, and professional growth, with opportunities to work on complex and challenging projects. As a Morgan Stanley employee, you can expect to be part of a global organization that values diversity, inclusion, and employee development, with opportunities to make a meaningful impact and advance your career in a rapidly evolving industry.

Do workers at Morgan Stanley get paid breaks?

Yes. Most people get paid breaks.
70% of people say they get paid breaks.
Based on data from 40 people who took the Breakroom Quiz between July 2025 and July 2026.

Does Morgan Stanley pay people when they’re sick?

Yes. Most people get paid when they’re sick.
90% of people say they would get paid if they were sick but scheduled to work.
Based on data from 62 people who took the Breakroom Quiz between July 2025 and July 2026.

At Morgan Stanley, are sick days and vacation days separate paid time off?

Sick days and vacation days are separate paid time off.
82% of people say they don’t have to use vacation days when they’re out sick.
Based on data from 56 people who took the Breakroom Quiz between July 2025 and July 2026.

Is the health insurance from Morgan Stanley affordable enough for their workers?

Most people say the health insurance costs are okay.
98% of people say the health insurance costs are okay
Based on data from 56 people who took the Breakroom Quiz between July 2025 and July 2026.

Do people get paid time off at Morgan Stanley?

Most people get paid time off work.
88% of people say they get paid time off.
Based on data from 64 people who took the Breakroom Quiz between July 2025 and July 2026.

How far ahead of time do people find out their work schedule?

Only some people find out their schedule four weeks ahead of time.
  • 48% of people with changing schedules find out their shifts one week or less ahead of time.
  • 0% of people with changing schedules find out their shifts two weeks ahead of time.
  • 10% of people with changing schedules find out their shifts three weeks ahead of time.
  • 43% of people with changing schedules find out their shifts four weeks or more ahead of time.

Based on data from 21 people who took the Breakroom Quiz between November 2024 and September 2025.

Do workers at Morgan Stanley worry about hours?

Most people don’t worry about getting enough hours.
91% of people report they don’t worry about getting enough hours.
Based on data from 74 people who took the Breakroom Quiz between December 2024 and December 2025.

Do Morgan Stanley workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
49% report that they don’t have enough control over which shifts they work.
Based on data from 65 people who took the Breakroom Quiz between November 2024 and October 2025.

How easy is it for Morgan Stanley workers to change shifts?

Some people find it hard to change shifts.
38% of people report that it’s hard to change shifts if they need to.
Based on data from 39 people who took the Breakroom Quiz between November 2024 and September 2025.

How easy is it to get time off at Morgan Stanley?

Most people find it easy to get time off.
77% of people report it’s easy to get time off.
Based on data from 56 people who took the Breakroom Quiz between July 2025 and July 2026.

Do Morgan Stanley managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
96% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 75 people who took the Breakroom Quiz between December 2024 and December 2025.

Do jobs at Morgan Stanley spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
17% of people report that their job takes up time that they don’t get paid for.
Based on data from 76 people who took the Breakroom Quiz between December 2024 and December 2025.

How easy is it to take sick days at Morgan Stanley?

Most people find it easy to take sick days.
88% of people report that it’s easy to take time off if they are sick.
Based on data from 59 people who took the Breakroom Quiz between July 2025 and July 2026.

Is a Morgan Stanley job good for students?

Most students say this is a good place to work if you’re studying.
75% of students report this is a good place to work if you’re studying.
Based on data from 8 people who took the Breakroom Quiz between November 2024 and September 2025.

Is working at Morgan Stanley good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
82% of people who care for a child or other relative report this is a good place to work.
Based on data from 39 people who took the Breakroom Quiz between December 2024 and July 2026.

Do people at Morgan Stanley feel treated with respect by their managers?

Most people feel treated with respect by their managers.
91% of people say they’re treated with respect by their managers.
Based on data from 54 people who took the Breakroom Quiz between July 2025 and July 2026.

Do people at Morgan Stanley get to take their breaks without interruption?

Most people get breaks without interruption.
86% of people report that they get to take their breaks without interruption.
Based on data from 56 people who took the Breakroom Quiz between July 2025 and July 2026.

Is it stressful to work at Morgan Stanley?

Most people feel stressed out here.
77% of people say they often feel stressed out at work.
Based on data from 62 people who took the Breakroom Quiz between July 2025 and July 2026.

Do people at Morgan Stanley enjoy their jobs?

Most people enjoy their job.
74% of people report they enjoy their job.
Based on data from 58 people who took the Breakroom Quiz between May 2025 and April 2026.

Do people at Morgan Stanley recommend working with their team?

Only some people recommend working with their team.
43% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 65 people who took the Breakroom Quiz between July 2025 and July 2026.

Do people get enough training when they start at Morgan Stanley?

Some people didn’t get enough training when they started.
34% of people report they didn’t get enough training when they started working here.
Based on data from 59 people who took the Breakroom Quiz between July 2025 and July 2026.

Do people get support to advance at Morgan Stanley?

Most people are given support to advance their career here.
In the last year, 73% of people report being given support to advance their career here.
Based on data from 51 people who took the Breakroom Quiz between July 2025 and July 2026.

Do people think Morgan Stanley’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
67% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 55 people who took the Breakroom Quiz between July 2025 and July 2026.

Do workers feel well informed about how Morgan Stanley is doing?

Most people feel well informed about how the company is doing.
81% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 52 people who took the Breakroom Quiz between July 2025 and July 2026.
What other companies are hiring for Client Services Associate jobs?
What are the most popular jobs at Morgan Stanley?
What are the most popular categories at Morgan Stanley?
Infographic showing various Client Services Associate job openings at Morgan Stanley in the United States as of July 2026, with employment types broken down into 98% Full Time, and 2% Part Time. Highlights an 89% Physical, 9% Hybrid, and 2% Remote job distribution.
Client Relationship Analyst

Client Relationship Analyst

Morgan Stanley

Columbus, OH • On-site

Full-time

Posted 18 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 154 frontline employees who took The Breakroom Quiz

39th of 148 rated financial services

Job description

POSITION SUMMARY
Client Relationship Analysts 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 aa clerical capacity at the direction of the client and/or FA/PWA
  • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
  • Assist Fas/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems
  • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the Fas/PWAs/teams
  • 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

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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