Hayden Constas

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.

Client support

• Service coverage for a FA/PWA/team: support cultivating and enhancing new and existing client relationships.
• Execute money movement transactions at the request of the client and/or FA/PWA/team.
• Answer 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/team.
• Educate or enroll clients in digital tools (e.g. MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team.
• Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance).
• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team.
• Support marketing strategy (e.g., website maintenance).
• Assist teams in delivering against their business plan and client service model.
• Stay current on policies, procedures, and new platforms.
• Participate in firm initiatives (e.g., training or education programs), special projects, and other duties directed by local management.

Administrative support

• Answer inbound phone calls or make outbound calls with updates on service requests; schedule follow-up calls with FAs / PWAs / teams as needed.
• Manage the calendar: coordinate meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials).
• Maintain travel itineraries; prepare expense reports and manage reimbursement.
• General in-office support: copying, filing, scanning documentation.
• Prepare and submit expense reports for processing at the direction of the FA/PWA.

Education, experience, knowledge, and skills

• Education and experience: High school diploma/equivalency required; college degree preferred; two or more years of industry experience preferred.
• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Experience with or knowledge of Addepar.
• 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 multitask.
• Goal oriented, self-motivated and results driven.

What you can expect from Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – guide how we support clients, communities, and more than 80,000 employees worldwide. The Firm is committed to equal employment opportunity and building a diverse workforce.