Client Engagement Associate

Morgan Stanley • Saint Louis, MO

293d

About The Position

Client Engagement Associates (CEAs) provide Financial Advisors, their teams and clients with guidance and support relating to Morgan Stanley's Cash Management Solutions. In conjunction with the Market Business Service Officer, the Client Engagement Associate is accountable for maintaining a strong Cash Management service culture. Additionally, they will partner with the Service Associates and Support Staff to identify areas of improvement and efficiency amongst the various client service tools, particularly in the area of cash management.

Requirements

• 5+ years of work experience in a field relevant to the position required
• Four-year college degree or professional certification preferred
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• Knowledge of cash management services products such as credit/debit cards, online bill pay, funds transfers, direct deposits, mobile banking and other treasury management solutions
• Strong relationship building capabilities with Field / Branch Management, Financial Advisors, Service Professionals, Clients, Product Specialists, and matrix partners
• Ability to educate on the product suite and how to incorporate into the business planning process
• 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

Responsibilities

• Act as a subject matter expert by facilitating communication and training for Service Professionals and share best practices as it relates to Cash Management
• Deliver education and training to the field and identify opportunities for improvement in their market
• 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 training opportunities
• Cultivate and enhance new and existing client relationships through active communication with clients, managing client requests and resolving inquiries
• Identify engagement opportunities that support clients needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
• Develop and implement innovative cash management solutions supporting the needs of the client
• Set up CashPlus/Cash Management/AAA accounts and oversee the onboarding process
• Identify and distribute marketing material for digital and social media platforms to support the team’s marketing strategy
• Collaborate with various teams (Financial Advisor(s), Market Sales, Banking, Risk, Regional Cash Management Specialists, Regional Relationship Coordinator, Private Bankers, and Service Associates) to develop and execute business plans related to banking solutions
• Ensure smooth execution of cash management operations, including client engagement, onboarding, money movement, and approvals
• Proactively collaborate with local management on additional market assignments to meet the needs of the business

What This Job Offers

• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree