• Cultivate and enhance new and existing client relationships through active communication with

clients, processing client requests, resolving inquiries, providing guidance, and making sure key

information and documentation remains current
• Identify and assist with Firm services and solutions that support clients' needs including banking

products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley

Mobile
• Partners with the team to prepare performance reports and other data for clients, that may involve

account performance, investment portfolio holdings, and generating quarterly investment

performance monitors
• Confirm authorization and authenticate client when processing requests
• Onboard and maintain client accounts, including collecting client information and required

documentation, capturing and assessing risk, processing money movement transactions and

handling estate needs as examples
• Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and

corporate actions with clients at the direction of Financial Advisors
• Prepare financial plans, client reports, and other materials for client meetings
• Review and take appropriate action on client account alerts
• Partner with Financial Advisor(s) in developing a business plan and delivering against a client service

model
• Supports the team by organizing and arranging client/prospect data, preparing financial plans, client

reports, and other materials for client meetings
• Assists the team with the designing and producing of strategy reports and other types of

communications for Financial Advisors / Private Wealth Advisors to use with clients and prospects as

part of the overall marketing initiative
• Actively engage in available training and education programs - including firm strategic priorities,

professional development and staying current on policies, procedures and new platforms and

attend scheduled targeted/monthly field service professional and/or training calls
• Perform administrative duties that support Financial Advisors / Private Wealth 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
• Proactively participate in firm initiatives directed by local management
• Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial

Advisors

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience
• High School Diploma/Equivalency
• College degree preferred
• Industry experience is a plus
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required

Knowledge/Skills
• Strong computer skills and knowledge of Microsoft Office products
• Exceptional writing, interpersonal and client service skills
• Detail orientated with superior organizational skills and ability to prioritize tasks
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Goal oriented, self-motivated and results driven

Reports to:
• Business Service Officer

Salary range for the position: $33,280 - $85,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).