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About the Role
Client Service Associates modernize the client experience through an elevated standard of care, assisting with business development and growth by utilizing the firm's capabilities. This role requires understanding firm policies, procedures, and capabilities to deliver comprehensive services to clients.
Responsibilities
- Cultivate and enhance client relationships through active communication, processing requests, resolving inquiries, providing guidance, and ensuring information remains current.
- Identify and assist with firm services and solutions that support client needs, including banking products and digital offerings.
- Confirm authorization and authenticate clients when processing requests.
- Onboard and maintain client accounts, including collecting information, documentation, and processing money movement transactions.
- Review and take appropriate action on client account alerts.
- Partner with Financial Advisors in developing a business plan and delivering 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.
- Attend scheduled targeted/monthly field service professional and/or training calls.
- Perform administrative duties supporting Financial Advisors, including telephone coverage, business travel arrangements, coordination of client meetings, preparing 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.
Requirements
- High School Diploma/Equivalency.
- Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- 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.
Skills
- Strong computer skills and knowledge of Microsoft Office products.
- Exceptional writing, interpersonal and client service skills.
- Detail oriented 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.
Education Level
- College degree preferred.
- Industry experience is a plus.
Benefits
- Offering some of the most attractive and comprehensive employee benefits and perks in the industry.
About the Company
- At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals.
- We have been in business for 90 years.
- Our values include putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back.
- These values guide our decisions to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
- Morgan Stanley is an environment where employees are supported and empowered.
- Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences.
- We support employees and their families at every point along their work-life journey.
- There is ample opportunity to move about the business for those who show passion and grit in their work.
- To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Equal Opportunity
- Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
- Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
- Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
- For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.