Morgan Stanley
Client Service Associate
Syracuse, New York · On-site · Full-time · Posted Sep 2, 2026
- Education
- High School Diploma/Equivalency
About the job
Provides day-to-day client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including handling client account requests and coordinating office operations.
What you'll do
- Support client relationships by processing money movement requests, answering general non-investment account questions, and assisting with account documentation and digital tools.
- Provide administrative support, including phone and calendar management, travel itineraries, expense reports, and general office functions.
- Help advisor teams carry out client service and marketing plans, stay current on firm policies and platforms, and participate in firm initiatives.
What they ask for
- 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)
- Strong organizational, client service, writing, interpersonal, time management, and prioritization skills
Nice to have
- College degree
- Industry experience
Pay
$16 and $40.87 per hour (base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative