Alex Ginsberg
Morgan Stanley Client Services Associate
- Role
- Client Service Associate - the Stotz Broscious Group at Morgan Stanley
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Alex Ginsberg
Client Service Associate at Morgan Stanley with a background in finance and wealth management. Skilled in financial analysis, client relationship management, and operational support for high-net-worth clients. I bring a strong analytical mindset and attention to detail to support portfolio management, investment research, and day-to-day client needs. Passionate about developing long-term relationships, optimizing client experiences, and continuing to grow within Morgan Stanley toward a future role as a Financial Advisor.
Experience
Client Service Associate - the Stotz Broscious Group
Jul 2025 — Present · Colchester, VT, US
Serve as the lead contact for over 350 high-net-worth clients, managing day-to-day requests, transactions, and account maintenance.Act as task manager for the business unit, overseeing workflows and priorities for a client base exceeding 500 clients.Support financial advisors through portfolio reviews, investment research, and performance reporting to drive client engagement and retention.Coordinate new account onboarding, wire transfers, and alternative investment processing with accuracy and compliance.
Education
San Diego State University
Bachelor of Business Administration - BBA, Finance, General
2021 — 2025
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