Client Service Associate

Client Service Associate

Job Number:

3182096

POSTING DATE: Sep 30, 2021

PRIMARY LOCATION: Americas-United States of America-Wyoming-Sheridan

JOB: Wealth Management

EMPLOYMENT TYPE: Full Time

JOB LEVEL: Non-Exempt

DESCRIPTION

POSITION SUMMARY:

The Client Service Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. The Client Service Associate is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams, as well as, new and existing clients.

DUTIES and RESPONSIBILITIES:

Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date

Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs

Onboard new client accounts, which includes the collection of required documentation and client information

Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars

Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

Proactively participate in firm initiatives directed by local management

Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness

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

QUALIFICATIONS

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, 63 and 65 or Series 7 and 66

Strong computer skills and knowledge of Microsoft Office products

Exceptional interpersonal and client service skills

Detail orientated with superior organizational skills

Team player with the ability to collaborate with others

Ability to work in a fast-paced, evolving environment

Complex Business Service Officer or Business Service Manager

Morgan Stanley

EOE committed to diversifying its workforce.

M/F/D/V.