Client Service Associate (South Jordan, UT)

Morgan Stanley • South Jordan, UT

413d

About The Position

The Client Service Associate at Morgan Stanley is a pivotal role focused on delivering exceptional client service and operational support to both new and existing clients and Financial Advisor teams. This position involves understanding firm policies and digital tools to enhance the client experience, safeguard client assets, and provide financial guidance. The role is designed for individuals who are eager to learn and grow within the financial services sector, emphasizing effective communication, problem-solving, and relationship-building skills.

Requirements

• High School Diploma/Equivalency; Bachelor's degree preferred.
• Relevant industry and customer service experience preferred.
• Ability to work an 8-hour shift schedule between 6 am to 8 pm (EST) Monday-Friday.
• Ability to handle a high volume of requests in a fast-paced environment.
• Exceptional interpersonal and client service skills.
• Strong computer skills and knowledge of Microsoft Office products.

Nice To Haves

• Opportunity to launch your career and gain your Series 7 and Series 66 licenses.

Responsibilities

• Manage daily volume of inbound calls and emails from participants, providing world-class customer service to both internal and external clients.
• Strengthen and enhance existing client relationships through the processing of client requests and timely resolution of inquiries.
• Conduct outreach to maintain strong relationships with the client base and identify firm services and solutions that support clients' needs.
• Identify opportunities to deepen existing relationships through a referral-based model.
• Onboard new client accounts by collecting and inputting required documentation and client information.
• Apply firm verification policies and procedures to avoid identity theft and fraudulent activity.
• Recognize and mitigate risk, ensuring adherence to all policies and procedures.

Benefits

• Competitive base salary
• Paid time off
• Savings programs
• Health care and insurance plans
• Student loan refinancing
• Fitness subsidy
• Access to 401(k) with competitive firm matching
• Access to the Morgan Stanley Employee Stock Purchase Program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees