AI Job Assist
Job Seeker Employer
Job Seekers, Welcome to ALUMNI CAREER CENTER
Client Service Associate**
Morgan Stanley
SAVE savedJobs
SAVE savedJobs

Client Service Associate**

Morgan Stanley

Application
The application opened in a new tab.
By using this feature you agree to our Terms and Conditions and Privacy Policy.
Details
Posted:
June 19, 2024
Location:
Red Bank, New Jersey
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.

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
OTHER
  • 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
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience
  • 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)
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 Manager
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V.

Internal Number: 20901049
More Jobs from This Employer
More Jobs Like This
Project Manager   Wichita, Kansas
Identity Group 3 Days Ago
Maintenance Technician   Irvine, California
Cushman Wakefield Multifamily Today
Patient Account Specialist Senior - TLRA Bad Debt   Houston, Texas
CHRISTUS Health Today
BACK TO TOP
Help is on the way!
We're sorry you are having trouble applying for this job.

Please try loading this job using the following link before submitting your help request: