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This question is about what a client service associate does and client service associate.
What does a client service associate do at Morgan Stanley?
Client service associates at Morgan Stanley work with brokers and planners to ensure that all client-facing duties are fulfilled. This includes setting up new client accounts, processing paperwork, cashiering and handling securities, and filing.
Client service associates are the glue that holds an advisory business like Morgan Stanley together. These valuable assistants are typically adept at performing myriad tasks that would take most brokers and advisors who employ them at least twice as long to accomplish.
While in the past, a client service associate was a glorified secretary, today they take on a much more valuable role, making the job both valuable, well paying, and desirable.
Client service associates often do almost everything brokers, and planners do, including bringing in new business, managing compliance, and interacting with clients at a deeper level.
Client service associates play a vital role in the financial industry for both clients and the companies and advisors who employ them. Many of these associates are indispensable members of close-knit teams who perform high-level functions daily.
This means that a person in this role is a valuable member of the staff, has plenty of room for growth, both as a client associate and beyond, and can find significant job satisfaction within the role.
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