Client Service Associate

The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-11-04

Job description

POSITION SUMMARY

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.

To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

• 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
• Confirm authorization and authenticate client when processing requests
• Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example
• 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
• Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
• 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 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

• High School Diploma/Equivalency
• College degree preferred
• Industry experience is a plus
• Willingness to obtain 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
• 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

• Business Service Manager

Explore around this job

Field: Sales and Customers Sub-niche: Customer success and service All jobs at Morgan Stanley Jobs in Virginia Jobs in Virginia Beach, VA Virginia Beach city guide Virginia state guide Virginia Beach City economy

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About the role

This is a Mid Level role in the Sales and Customers field (Customer success and service) at Morgan Stanley. Mid-level roles usually expect some years of relevant experience and the ability to work with limited supervision.

We could not match this job title to one occupation in the official wage statistics, so no pay estimate is shown. Pay is not in the source listing; ask the employer for the range and compare in the 240 job niches.

Does the pay work here? (estimate)

How to prepare and behave

This is editorial guidance, not information from the employer.

• Read the whole description and match your examples to its requirements; use the same words the posting uses where they are true for you.
• Research the employer before the interview: what it does, who its customers are and recent news; prepare two or three questions about the work.
• Arrive early (or log in early for a video call), dress one step above the daily dress code, and test your camera and audio beforehand.
• Answer with short stories: the situation, what you did and the result. Give numbers when you have them and never invent them.
• Be honest about gaps; say what you did to learn and how fast you can close them.
• Ask about the team, the first 90 days, how success is measured and the schedule; do not open with salary and time off.
• When pay comes up, know the market range for the occupation and your lowest acceptable offer before you answer; ask for the full package in writing.
• Send a short thank-you message within a day, mentioning one thing you discussed.
• Bring concrete results (numbers, quotas, retained clients) and be ready for a role-play.

Know your rights as a candidate and an employee:

• U.S. Equal Employment Opportunity Commission: prohibited employment practices
• U.S. Department of Labor: Wage and Hour Division
• CareerOneStop (U.S. Department of Labor): job search help, interview tips and resumes
• USA.gov: avoiding job scams

The city

The job is in Virginia Beach, VA. Below is what the official statistics say about living and working there.

How Virginia Beach compares. Among the 100 largest places in Virginia, Virginia Beach is #1 by population, #26 for long commutes (#1 = fewest), #68 for remote work (#1 = most), #63 for household income (#1 = highest). Its county, Virginia Beach City, is #46 of 133 counties for average pay ($57,981).

The place in numbers

Virginia Beach has 456,349 residents (ACS 2020–2024), about 5.2% of the population of Virginia. It covers 245 square miles of land, which works out to roughly 1,865 people per square mile. The median age is 37.9, about the same as the state median (37.9 against 39.0).

Housing

The median gross rent is $1,714 a month (rent plus utilities), 9% above the state median ($1,714 against $1,579). Over a year that is 22.1% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $382,500, which is 4.1 times the median household income ($92,968). 65.2% of households own their home, 3% below the state average (65.2% against 67.3%).

Work and pay

The Virginia Beach-Chesapeake-Norfolk, VA-NC metropolitan area has 763,060 jobs in the BLS wage survey, and the median pay across all occupations is $49,430 a year, 3% below the national median ($49,430 against $50,980). The biggest occupation groups are office and administrative support (80,130 jobs, median $45,510); food preparation and serving related (75,010 jobs, median $32,210); transportation and material moving (67,220 jobs, median $43,240). The area is most specialised in architecture and engineering (1.6 times) and construction and extraction (1.3 times), where the share of workers is well above the national share. The best-paying groups with at least 5,000 jobs are management ($116,780) and computer and mathematical ($106,280). In 2026M09 the unemployment rate of Virginia Beach City was 3.5%. 62.5% of residents aged 16 and over are in the labour force. The city lies in Virginia Beach City; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 74.0% drive alone, 0.8% use public transit, 1.6% walk, 14.3% work from home. 9.5% of workers commute 45 minutes or more, 46% below the state average (9.5% against 17.6%).

People and education

40.9% of adults aged 25 and over hold a bachelor's degree or higher, about the same as the state share (40.9% against 42.2%). 9.2% of residents were born outside the United States, 30% below the state share (9.2% against 13.1%). The poverty rate is 8.6%, 13% below the state rate (8.6% against 9.9%).

Climate

The warmest month is Jul, averaging 80°F (26.6°C), and the coolest is Jan at 40°F (4.2°C). About 1,205 mm (47 inches) of precipitation falls in a year; Aug is the wettest month (138 mm) and Feb the driest (72 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.

Nearby cities to compare

Closest cities in this guide: Norfolk (16 miles, rent 23% lower); Chesapeake (17 miles, rent 7% lower); Portsmouth (19 miles, rent 24% lower); Hampton (24 miles, rent 17% lower). Rent differences are against Virginia Beach; use the Compare tab to put any two cities side by side.

Full guide to Virginia Beach →Virginia guideAll jobs in Virginia Beach

Official links for Virginia Beach

• Official website of Virginia Beach: virginiabeach.gov
• Census Bureau data profile for Virginia Beach
• Official state website: virginia.gov
• BLS Economy at a Glance: Virginia

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

Where to live

The job city has no coordinates we can place on the map, so no housing comparison is shown. Use the 250 largest cities table to compare rent and income.

Career paths

We could not match this title to one occupation, so here are the other sub-niches in Sales and Customers, where your skills may carry over:

Account management (316) Sales and business development (1467)

Distances

This job has no single city we can place on the map (remote, flexible or unmatched location), so no distance table is shown. Browse all Sales and Customers jobs with distances from any of the 20 largest cities.

The employer

Morgan Stanley is the employer in this listing. See all its open jobs here →

It is among the 200 largest US-headquartered employers in our list, with about 83,000 employees worldwide (2025). Company page with headquarters, state economy and official links →

Official links for Morgan Stanley

• Official website of Morgan Stanley: morganstanley.com
• SEC EDGAR: company filings search
• Official state website: ny.gov

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

What it is like to work at a company (culture, schedules, benefits) is not in the source data, so we do not describe it. Read the description and ask the questions under "How to prepare".

Other open jobs at Morgan Stanley

Similar jobs

Same sub-niche: Customer success and service

More jobs in Virginia Beach, VA

All Customer success and service jobs → · All Sales and Customers sub-niches →

FAQ

What is the Client Service Associate job at Morgan Stanley?

A mid level role in sales and customers (customer success and service) listed 4 days ago. The full description is on this page and on The Muse.

Where is this job?

Virginia Beach, VA.

How do I apply?

Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.

How much does it pay?

The listing does not publish pay, and we could not match the title to one official occupation.

What is the cost of living there?

Median rent in Virginia Beach is $1,714 a month and median household income $92,968 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-11-04 (4 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse customer success and service jobs in Virginia.

Sources and terms

• Job data: The Muse public API (listing dated 2026-11-04). The job disappears from this site when it disappears from the source.
• Wages and projections: BLS OEWS (May 2025) and Employment Projections 2025–35.
• City and county figures: Census Bureau ACS 2020–2024, BEA, BLS QCEW and LAUS, NASA POWER climatology; distances from Census Gazetteer coordinates.

AtiveSite is not affiliated with or endorsed by The Muse, the employer or any government agency, and does not process applications. Verify every detail with the employer before acting.

Sources

• BLS OEWS (wages and employment by occupation, May 2025)
• BLS Employment Projections 2025–35
• BLS Local Area Unemployment Statistics
• BLS JOLTS
• BLS State and Metro Area Employment
• Census Bureau American Community Survey (via Census Reporter)
• BEA GDP by state and Regional Price Parities
• IRS 2026 tax adjustments
• U.S. Department of Labor, minimum wage by state
• Tax Foundation state income tax rates 2026
• USAJOBS
• USCIS
• U.S. Department of State, visas
• NASA POWER climatology
• GeoNames / Census Gazetteer (coordinates)