Morgan Stanley
Client Service Associate
Baton Rouge, Louisiana · On-site · Full-time · Posted Aug 18, 2026
- Education
- High School Diploma/Equivalency; college degree preferred.
About the job
Supports Financial Advisors by servicing client relationships, processing account requests, helping clients access firm services, and coordinating team operations.
What you'll do
- Communicate with clients, resolve inquiries, process requests, and keep account information and documentation current.
- Onboard and maintain client accounts, process money movement transactions, and review account alerts.
- Support Financial Advisors with business planning, marketing, client events, training, and administrative tasks.
What they ask for
- High School Diploma/Equivalency.
- Willingness to obtain the applicable licenses: Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
- Strong computer skills and knowledge of Microsoft Office products.
- Strong writing, interpersonal, client service, organizational, and prioritization skills.
Nice to have
- College degree.
- Industry experience.
Tools
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
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