Client Service Associate - Part Time

Bakersfield, CA (Unknown)

$35K/yr – $90K/yrEntry LevelPart time

Posted 5 weeks ago

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Job Summary

Own admin and client-support cadence for FA/PWA teams, shaping how clients are served, docs are managed, and digital tools are adopted.

  • Admin and calendar/expense orchestration frees FA/PWA time for client work.
  • Support client relationships and basic account inquiries for faster service.
  • Assist with digital-tool education and marketing website tasks to improve client experience.

Job Description

Responsibilities
  • Admin and calendar/expense orchestration to free FA/PWA time for client work
  • Support FA/PWAs/teams in cultivating client relationships and handling basic account inquiries
  • Educate clients on digital tools and assist with marketing website maintenance
  • Assist with in-office operations, travel planning, and expense submission as directed
  • Stay current on policies, procedures and firm initiatives and participate in training programs
  • Provide clerical support to onboarding and documentation tasks as needed
Requirements
  • High School Diploma/Equivalency
  • Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
  • Detail oriented with strong organizational and prioritization skills
  • Exceptional writing, interpersonal and client service skills
  • Strong time management and ability to work in a fast-paced environment
  • Team player with collaboration across teams
  • Adaptable and able to multi-task
  • Goal oriented, self-motivated and results driven
Preferred
  • College degree preferred
  • Industry experience is a plus
Benefits
  • offering some of the most attractive and comprehensive employee benefits and perks in the industry.
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Morgan Stanley

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, our firm's employees serve clients worldwide including corporations, governments, institutions and individuals. We are committed to maintaining the first-class service and high standard of excellence that have always defined the firm and everything we do is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.

New York, NY, US
93K employees (1,347 in marketing)

Traffic Signals

Monthly Visitors
4.5M
Monthly Google Ads Budget
$579.7K
Traffic Source Mix
Search
31.9%
Direct
62%
Referral
5.2%
Social
0.3%
Paid
0.5%

Headcount Trend

Current headcount: ~98.4K

Marketing Team

Marketing Team Size
943 (1% of company)
Median Career Experience
25 years
Median Tenure
25.6 years
Marketing Roles Posted (Last 30 Days)
6

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