Client Service Associate

Morgan Stanley•Raleigh, NC

23d

About The Position

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The role assists with the development and growth of business by engaging clients and using the full capabilities of the firm. It requires understanding firm policies, procedures, and capabilities in order to deliver the firm’s services to clients. Applicants must be legally authorized to work in the United States and must not require employment visa sponsorship now or in the future.

Requirements

High school diploma or equivalent.
Legally authorized to work in the United States without requiring employment visa sponsorship now or in the future.
Willingness to obtain Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
Strong computer skills and knowledge of Microsoft Office products.
Exceptional writing, interpersonal, and client service skills.
Detail-oriented, with superior organizational skills and the 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.

Nice To Haves

College degree preferred.
Industry experience is a plus.

Responsibilities

Cultivate and enhance new and existing client relationships through active communication, processing requests, resolving inquiries, providing guidance, and keeping key information and documentation current.
Identify and assist with firm services and solutions that support client needs, including banking products and services and digital offerings such as Morgan Stanley Online and Morgan Stanley Mobile.
Confirm authorization and authenticate clients when processing requests.
Onboard and maintain client accounts, including collecting client information and required documentation and processing transactions such as money movement.
Review client account alerts and take appropriate action.
Partner with Financial Advisor(s) to develop a business plan and deliver 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.
Participate in training and education programs, including firm strategic priorities and professional development; stay current on policies, procedures, and new platforms; and attend scheduled targeted/monthly field service professional and/or training calls.
Perform administrative duties supporting Financial Advisors’ daily business practices, including telephone coverage, travel arrangements, coordinating client meetings, preparing travel and expense reports, and maintaining files and calendars.
Proactively participate in firm initiatives directed by local management.
Seek opportunities to use firm resources for peer sharing and collaboration with Financial Advisors.