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Client Service Associate - Sydney

Morgan Stanley - Sydney, NSW

Banking & Finance
Source: uWorkin


About The Company

Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. With offices in more than 43 countries the people of Morgan Stanley are dedicated to providing our clients the finest thinking, product and services to help them achieve even the most challenging goals.

About The Role

A key function of the Client Service Associate’s role is the ability to deal confidently with Financial Advisers (FAs) and their clients in a high volume, time critical environment. To be successful in this role you will need to demonstrate knowledge of the financial advice process, financial markets and product and industry trends. You will need to have a high attention to detail and should be able to prioritise your work accordingly and work well under pressure. CSAs work closely as a team and will often be required to assist the broader office and CSA population.


  • Facilitation of all administrative client queries
  • Client on-boarding, including preparation of account documentation, creation of client record in MSWM systems.
  • Arrange and assist with maintenance of client account and records, in line with current AML/CTF, KYC Regulations
  • Preparation of portfolio valuations, asset allocations and reporting as required
  • Assist in client asset transfers, including equities, bonds, managed funds and cash, both domestically and internationally
  • Process and monitor stock settlements, including follow up with clients regarding outstanding funds.
  • Establish and maintain relationships with other internal stakeholders and departments
  • Proactively notify client/s and FA/s of any issues recommending a timeframe and solution
  • Comply with the ethical standards contained within the Company Code of Conduct.
Key Competencies
  • High attention to detail
  • Excellent communication skills both verbal and written
  • Ability to prioritise workflow and competing adviser requests in a high volume and time critical environment
  • Strong literacy and numeracy ability
  • Good knowledge of Microsoft Office Suite
  • Strong organisational skills
  • An understanding of the Financial Planning advice Process
Qualifications / Experience Required
  • Finance, Business or Economics degree preferable but not essential.
  • RG146 preferred. If not currently held, a willingness to study toward and attain qualification.
  • Recognised industry studies preferred but not essential
  • Experience within a similar role preferred
  • Experience with financial planning and a good understanding of the Australian Tax System, Superannuation and Personal Insurance preferred
Equal Opportunity Statement

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, gender, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce.

Posting Date

May 4, 2021

Primary Location

Non-Japan Asia-Australia-New South Wales-Sydney


Wealth Management

Employment Type

Full Time

Job Level