Morgan Stanley E-TRADERegistered Client Service Associate - Tampa, FL Morgan Stanley E-TRADERegistered Client Service Associate - Tampa, FLTampa, FLPosition Overview: As a Registered Client Service Associate, you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide support and guidance to clients on their financial journey. The ideal candidate enjoys connecting with people and providing insights and assistance across the scope of Morgan Stanley’s products and solutions in a professional and efficient manner – all while staying up to date on both company products and services and broader trends in the industry.
Morgan Stanley E-TRADERegistered Client Service Associate - Gilbert,AZ Morgan Stanley E-TRADERegistered Client Service Associate - Gilbert,AZGilbert, AZPosition Overview: As a Registered Client Service Associate, you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide support and guidance to clients on their financial journey. The ideal candidate enjoys connecting with people and providing insights and assistance across the scope of Morgan Stanley’s products and solutions in a professional and efficient manner – all while staying up to date on both company products and services and broader trends in the industry.
Morgan StanleyRFP Specialist, Investment Proposals - Parametric Morgan StanleyRFP Specialist, Investment Proposals - ParametricSeattle, WA$70,000–$140,000 / yearDevelop strong relationships with internal subject matter experts, including product management, sales, client relations, and investment professionals, to facilitate collaboration across teams and understand client needs to create customized RFP responses that highlight the firm's strategic and competitive advantage. Construct drafts, progressing to independent completion of Requests for Proposals/Information (RFP/RFI) and similar sales due diligence requests, including managing deadlines, compiling information from multiple internal sources, and making sure content complies with Parametric's brand and guidelines.
Morgan StanleyClient Service Associate Morgan StanleyClient Service AssociatePalm Beach Gardens, FLOur 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. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
Morgan StanleyClient Relationship Analyst Morgan StanleyClient Relationship AnalystFarmington Hills, MIOur 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. 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.
Morgan StanleyReceptionist - Bilingual Spanish/English or Trilingual Spanish/Portuguese/English Morgan StanleyReceptionist - Bilingual Spanish/English or Trilingual Spanish/Portuguese/EnglishMiami, FLOur 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. Perform other responsibilities as directed by the Complex / Branch Manager such as filing, restocking and ordering branch supplies, maintaining office pantry, facilities support, scheduling branch meetings, etc.
Morgan StanleyPWM Registered Client Service Associate Morgan StanleyPWM Registered Client Service AssociateWest Conshohocken, PAOur 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. 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.
Morgan StanleyRegistered Client Relationship Analyst Morgan StanleyRegistered Client Relationship AnalystChicago, IL$31,200–$90,000 / yearOur 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. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
Morgan StanleyRegistered Client Relationship Analyst Morgan StanleyRegistered Client Relationship AnalystOak Brook, IL$34,320–$90,000 / yearOur 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. 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.
Morgan StanleyClient Service Associate Morgan StanleyClient Service AssociateSan Jose, CA$34,320–$90,000 / yearOur 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. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
Morgan StanleyRegistered Client Service Associate - Bilingual Spanish/English Morgan StanleyRegistered Client Service Associate - Bilingual Spanish/EnglishCoral Gables, FLProviding 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) • Entering 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 • Educating or enrolling clients in digital tools (e.g. 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 whats best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Morgan StanleyRegistered Client Relationship Analyst Morgan StanleyRegistered Client Relationship AnalystOak Brook, IL$34,320–$90,000 / yearOur 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. 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.
Morgan StanleyRegistered Client Relationship Analyst Morgan StanleyRegistered Client Relationship AnalystIndianapolis, INOur 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. 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.
Morgan StanleyRegistered Client Service Associate Morgan StanleyRegistered Client Service AssociatePalm Beach Gardens, FLOur 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. 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.
Morgan StanleyClient Relationship Analyst Morgan StanleyClient Relationship AnalystChicago, IL$33,280–$90,000 / yearMSOnline, eSign, eAuthorization) • Assisting 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 • Assisting 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) • Assisting 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. • 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) • Entering profile information or pre-filling account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA • Educating or enrolling clients in digital tools (e.g.
Morgan StanleyRegistered Client Service Associate Morgan StanleyRegistered Client Service AssociateSan Francisco, CA$34,320–$90,000 / yearOur 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. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Morgan StanleyClient Relationship Analyst Morgan StanleyClient Relationship AnalystBoston, MA$34,320–$90,000 / yearOur 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. 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.
Morgan StanleyRegistered Service Associate Morgan StanleyRegistered Service AssociateWashington, DC$31,200–$90,000 / yearOPERATIONAL SUPPORT: • Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing • Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and distributing regular and/or overnight mail at multiple points throughout the day • Perform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvals • Assist with processing of trade adjustments and responding to operational alerts • Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner • Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements • Remedy and/or escalate service breaks to management team • If supervisory licenses are held - Possibility of supervisory responsibilities to be delegated. OTHER: • Assist with special projects (e.g., recruit onboarding support) • Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features • Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed • Perform various other administrative duties on behalf of the branch (e.g., telephone coverage, ordering supplies, facilities support) • Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers • Organize and track progress against operational remediation projects.
Morgan StanleyRegistered Client Relationship Analyst Morgan StanleyRegistered Client Relationship AnalystMinneapolis, MN$34,320–$90,000 / yearOur 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. 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.
Morgan StanleyWealth Management Finance - Associate (Investment Solutions) Morgan StanleyWealth Management Finance - Associate (Investment Solutions)Purchase, NY$100,000–$115,000 / yearThis is an Associate level position within our Product Controllers Job Family which specializes in ensuring adequacy of controls, profit and loss and balance sheet reporting and reconciliations for a segment / business / product area, as well as management reporting across business segments or cross-functional end-to-end product oversight. 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.
Morgan StanleyDigital Client Experience and Platforms Business Analyst - Associate Morgan StanleyDigital Client Experience and Platforms Business Analyst - AssociatePurchase, NY$58,000–$115,000 / yearIn this role, you will have the opportunity to help define and launch engaging consumer-facing experiences and apply your knowledge and subject matter expertise in financial services, wealth management, financial planning, investment advice, and digital experiences/technologies to create and launch innovative digital products and platforms for Morgan Stanley's client channels. 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.
Morgan StanleyValuation Specialist - Investment Management - Senior Associate Morgan StanleyValuation Specialist - Investment Management - Senior AssociatePurchase, NY$100,000–$160,000 / yearOur 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. The Committees carry out these functions on behalf of MSIM as a registered investment advisor as well as on behalf of the Boards of Directors / Trustees, which provide oversight in ensuring the net asset value of each fund is fair to purchasing, redeeming, and existing shareholders.
Morgan StanleyInvestment Banking Industrials Associate - New York Morgan StanleyInvestment Banking Industrials Associate - New YorkNew York, NY$150,000–$225,000 / yearThe successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - arent 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.
Morgan StanleyClient Service Associate Morgan StanleyClient Service AssociateNew York, NY$34,320–$90,000 / yearOur 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. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
Morgan StanleyRegistered Client Service Associate Morgan StanleyRegistered Client Service AssociateBoston, MA$15–$43.27 / hourOur 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. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).
Morgan StanleyClient Relationship Analyst Morgan StanleyClient Relationship AnalystColumbus, OHOur 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. 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.
Morgan StanleyProduct Management - Digital Client Experience - Assistant Vice President Morgan StanleyProduct Management - Digital Client Experience - Assistant Vice PresidentJersey City, NJ$85,000–$140,000 / yearWM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office. 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.
Morgan StanleyClient Relationship Analyst Morgan StanleyClient Relationship AnalystWayzata, MN$34,320–$90,000 / yearMSOnline, eSign, eAuthorization) • Assisting 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 • Assisting 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) • Assisting 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. • 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) • Entering profile information or pre-filling account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA • Educating or enrolling clients in digital tools (e.g.
Morgan StanleyRegistered Client Service Associate Morgan StanleyRegistered Client Service AssociateScottsdale, AZOur 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. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).
Morgan StanleyFinancial Services Representative (Tampa, FL) Morgan StanleyFinancial Services Representative (Tampa, FL)Tampa, FLAs an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses .In This Role You Will :Provide excellent customer service by identifying customer needs and determining the best solution for them.
Morgan StanleyBusiness Development Associate Morgan StanleyBusiness Development AssociateColorado Springs, CO$50,000–$95,000 / yearProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. 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.
Morgan StanleyRegistered Client Service Associate Morgan StanleyRegistered Client Service AssociateIrvine, CA$55,000–$90,000 / yearMSOnline, eSign, eAuthorization) • Onboarding and maintaining client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team • Providing existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity at the direction of the FA/PWA/team • Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) • Assisting 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. DUTIES AND RESPONSIBILITIES. • Providing 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/team • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) • Entering profile information or pre-filling account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team • Educating or enrolling clients in digital tools (e.g.
Morgan StanleyIED - Prime Brokerage - Client Services Morgan StanleyIED - Prime Brokerage - Client ServicesNew York, NY$100,000–$140,000 / yearOur 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. Account Managers add value to our clients by developing a deep understanding of the client's business and helping to identify, sell and implement best practice solutions with regard to technology, market access and operations.
Morgan StanleyRegistered Client Service Associate Morgan StanleyRegistered Client Service AssociateOrlando, FLOur 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. 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.
Morgan StanleyClient Relationship Analyst Morgan StanleyClient Relationship AnalystTraverse City, MIMSOnline, eSign, eAuthorization) • Assisting 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 • Assisting 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) • Assisting 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. • Providing 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) • Entering profile information or pre-filling account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA • Educating or enrolling clients in digital tools (e.g.
Morgan StanleyAssociate - Prime Brokerage Operations Morgan StanleyAssociate - Prime Brokerage OperationsSouth Jordan, UTToday, Morgan Stanley Prime Brokerage supports clients across a wide range of trading strategies from the more traditional equity long/short to credit strategies where the fund manager is trading credit default swaps, index futures and global distressed debt. 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.
Morgan StanleyPrivate Wealth Management Registered Client Service Associate Morgan StanleyPrivate Wealth Management Registered Client Service AssociateBoston, MA$31,200–$90,000 / yearOur 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. 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.
Morgan StanleyClient Service Associate Morgan StanleyClient Service AssociateColchester, VTOur 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. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
Morgan StanleyClient Service Associate FARS** Morgan StanleyClient Service Associate FARS**syracuse, NY$35,000–$85,000 / yearDUTIES and RESPONSIBILITIES:CLIENT SUPPORTProvide 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/PWAAnswering 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/PWAEducating or enrolling clients in digital tools (e.g. 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.
Morgan StanleyRegistered Client Service Associate Morgan StanleyRegistered Client Service AssociateBethesda, MD$33,280–$88,000 / yearMSOnline, 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 • 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. DUTIES AND RESPONSIBILITIES: • 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/team • 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 a clerical capacity at the direction of the client and/or FA/PWA/team • Educating or enrolling clients in digital tools (e.g.
Morgan StanleyRegistered Client Relationship Analyst Morgan StanleyRegistered Client Relationship AnalystGreensburg, PAKnowledge/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. 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.
Morgan StanleyPrivate Wealth Management Registered Client Service Associate Morgan StanleyPrivate Wealth Management Registered Client Service AssociateMenlo Park, CA$34,320–$90,000 / yearMSOnline, eSign, eAuthorization) • Onboarding and maintaining client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team • Providing existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity at the direction of the FA/PWA/team • Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) • Assisting 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. DUTIES and RESPONSIBILITIES: • Providing 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/team • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) • Entering profile information or pre-filling account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team • Educating or enrolling clients in digital tools (e.g.
Morgan StanleyAI Transformation & Change Management - Fund Services - Analyst Morgan StanleyAI Transformation & Change Management - Fund Services - AnalystNew York, NY$95,000–$130,000 / yearOur 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. Established in 2004, Morgan Stanley Fund Services (MSFS) is a global business within the Institutional Equities Division (IED) that provides fund administration services for over $700billion in assets across 350+ hedge funds, private equity and large family offices clients.
Morgan StanleyRegistered Client Service Associate Morgan StanleyRegistered Client Service AssociateShrewsbury, NJ$31,200–$90,000 / yearOur 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. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).
Morgan StanleyRegistered Client Relationship Analyst Morgan StanleyRegistered Client Relationship AnalystCincinnati, OHOur 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. 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.
Morgan StanleyRegistered Client Service Associate Morgan StanleyRegistered Client Service AssociateNew Orleans, LAOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - arent just beliefs, they guide the decisions we make every day to do whats best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Morgan StanleyFinancial Services Representative - SIE (Chicago, IL) Morgan StanleyFinancial Services Representative - SIE (Chicago, IL)chicago, ILOur 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. Typical Workday as a Financial Services Representative includes:Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests.
Morgan StanleyClient Service Associate Morgan StanleyClient Service AssociateLake Oswego, OROur 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. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
Morgan StanleyClient Service Associate Morgan StanleyClient Service AssociateRichmond, VAOur 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. 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.
Morgan StanleyRegistered Client Service Associate Morgan StanleyRegistered Client Service AssociateCharleston, SCMSOnline, eSign, eAuthorization) • Onboarding and maintaining client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team • Providing existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity at the direction of the FA/PWA/team • Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance) • Assisting 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. • 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/team • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) • Entering profile information or pre-filling account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team • Educating or enrolling clients in digital tools (e.g.