National New Accounts Operations- Associate

Morgan Stanley • Columbus, OH

1d

About The Position

We're seeking someone to join our team as a National New Accounts Service Professional to serve as a subject matter expert and point of contact via inbound calls for Morgan Stanley branch personnel in regard to client onboarding and account maintenance. The New Account Service Professional will field questions related to, but not limited to, document processing (status of documents, review, and document updates) and general account maintenance including account opening, navigation and modification. Additionally, New Account Service Professional will be versed in procedures and policies to ensure that accounts are compliant with the USA Patriot Act.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Associate position within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

Requirements

• Must be willing to work in an environment that requires 100% phone-based internal client interaction
• Strong phone-based and written communication skills with individuals at all levels, internally and externally.
• Exude confidence with internal clients when providing solutions
• Exceptional critical thinking skills
• Problem solving, personal accountability, ownership, and professionalism
• Ability to learn quickly and apply knowledge
• Apply concepts to real life situations
• Teamwork as well as ability to work well individually
• Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
• Customer Service experience preferred.
• College degree preferred
• Possess general knowledge of financial markets

Responsibilities

• Engage internal clients via both inbound and outbound phone calls
• Act as initial and ongoing support during account opening and lifecycle of account
• Providing world-class service to internal clients
• Build relationships with internal clients while providing solutions that adhere to internal policies and procedures
• Address issues promptly and effectively
• Ability to maintain success in an evolving environment

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level