{"id":1285153,"url":"https://alion.io/job/morgan-stanley-client-service-associate-6","title":"Client Service Associate","company":{"id":40230,"name":"Morgan Stanley","domain":"morganstanley.com","url":"https://alion.io/company/morgan-stanley","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Eightfold","truth_index":{"grade":"B","score":84,"open_postings":217,"ghost_share":0,"stale_share":0.654,"repost_share":0.009,"time_to_fill_p50_days":44,"computed_at":"2026-10-12T06:55:09Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["San Francisco, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":35152,"max":90000,"currency":"USD","period":"year","gross":null,"usd_annual":90000},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-09-17T00:00:00Z","employer_posted_date":"2026-09-24","last_verified_at":"2026-10-12T18:33:05Z","board_verified":true,"closed_at":null,"days_open":25,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":25},"description":"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.\nDUTIES and RESPONSIBILITIES:\nCLIENT SUPPORT\nCultivate 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\n\nIdentify 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\n\nConfirm authorization and authenticate client when processing requests\n\nOnboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples\n\nInput orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors\n\nPrepare financial plans, client reports, and other materials for client meetings\n\nReview and take appropriate action on client account alerts\n\nOTHER\nPartner with Financial Advisor(s) in developing a business plan and delivering against a client service model\n\nSupport the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars\n\nActively 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\n\nPerform 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\n\nProactively participate in firm initiatives directed by local management\n\nRegularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors\n\nEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:\nEducation and/or Experience \nWillingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)\n\nTwo or more years of industry experience preferred\n\nHigh School Diploma/Equivalency\n\nCollege degree preferred\n\nKnowledge/Skills \nStrong industry, product, and branch procedures knowledge\n\nExceptional writing, interpersonal and client service skills\n\nDetail oriented with superior organizational skills and ability to prioritize tasks\n\nStrong computer skills and knowledge of Microsoft Office products\n\nTeam player with the ability to collaborate with others\n\nAbility to work in a fast-paced, evolving environment\n\nGoal oriented, self-motivated and results driven\n\nKnowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts\n\nReports to: \nBusiness Service Officer\n\nTo qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.\nWHAT YOU CAN EXPECT FROM MORGAN STANLEY:\nAt 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.\nTo learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.\nExpected base pay rates for the role will be between $35,152 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.\nMorgan 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.\nOur workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.\nFor more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.","description_format":"text","description_chars":5933,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":true},"security_clearance":false,"languages":[]},"benefits":["Professional development"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds","Investment Banking & M&A Advisory","Online Brokerage & Trading Platforms"],"lifecycle":[{"event":"open","at":"2026-09-26T04:28:36Z"},{"event":"close","at":"2026-09-28T00:30:54Z"},{"event":"reopen","at":"2026-09-28T06:07:35Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 261 · green card filings: 46","filings_12m":261,"filings_prev_12m":208,"green_card_filings_12m":46,"median_offered_wage_usd":202500,"route":null,"cap_exempt":false,"checked_at":"2026-10-03T21:08:04+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":31,"band":"fade","label":"Fading","p_open":1,"p_active":0.346,"p_room":0.9,"age_days":25,"expected_fill_days":44,"reasons":["conf:1","stale_co","evergreen","wave","velocity","win:mid","comp:junior,brand"],"computed_at":"2026-10-12T06:55:09Z"},"pay":{"stated_usd_annual":90000,"is_top_pay":true},"html_url":"https://alion.io/job/morgan-stanley-client-service-associate-6","json_url":"https://alion.io/job/morgan-stanley-client-service-associate-6.json","meta":{"generated_at":"2026-10-12T20:25:15Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":33125,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-13T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":40230},"rest":"https://alion.io/mcp/rest/get_company?id=40230"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmorgan-stanley-client-service-associate-6"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmorgan-stanley-client-service-associate-6"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmorgan-stanley-client-service-associate-6"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/morgan-stanley-client-service-associate-6\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmorgan-stanley-client-service-associate-6"}]}