Client Service Associate Morgan Stanley 2,595 reviews - Bethesda, MD The Client Service Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. The Client Service Associate is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams, as well as, new and existing clients. DUTIES and RESPONSIBILITIES: Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients needs Onboard new client accounts, which includes the collection of required documentation and client information Support the teams marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors Proactively participate in firm initiatives directed by local management Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness 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 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, 63 and 65 or Series 7 and 66 Knowledge/Skills Strong computer skills and knowledge of Microsoft Office products Exceptional interpersonal and client service skills Detail orientated with superior organizational skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Reports To: Complex Business Service Officer or Business Service Manager Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V. 2 hours ago - save job - original job Apply On Company Site Other jobs you may like 401(k) Client Service Associate Kestra Financial Independent Advisor - Arlington, VA 8 days ago Easily apply Client Services Manager Associate Family & Nursing Care - Silver Spring, MD 13 days ago Easily apply Client Service Associate UBS - Bethesda, MD 30+ days ago Client Service Associate (3+ years experience... Azzad Asset Management, Inc. - Falls Church, VA 29 days ago Easily apply Client Service Associate - Partner Developmen... SmartBrief - Washington, DC 30+ days ago * Client Service Associate jobs in Bethesda, MD * Jobs at Morgan Stanley in Bethesda, MD * Client Service Associate salaries in Bethesda, MD Morgan Stanley Morgan Stanley 2,595 reviews Morgan Stanley is a leading global financial services Firm providing investment banking, securities, wealth management and investment... Let employers find you Thousands of employers search for candidates on Indeed Upload Your Resume