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Job description
Client Service AssociateClient Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.Duties and Responsibilities:Client Support:Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and existing client relationshipsExecuting money movement transactions at the request of the client and/or Financial Advisor/Private Wealth AdvisorAnswering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)Entering profile information or pre-filling account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or Financial Advisor/Private Wealth AdvisorEducating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)Supporting the Financial Advisors/Private Wealth Advisors/teams' marketing strategy (e.g., website maintenance)Assisting Financial Advisors/Private Wealth Advisors/teams in delivering against their business plan and client service modelRemaining current on all policies, procedures and new platformsParticipating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local managementAdministrative Support:Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with Financial Advisors/Private Wealth Advisors/teams as needed)Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)Maintaining travel itineraries, preparing expense reports and managing the reimbursement processAssisting with general in-office support functions such as copying, filing and scanning documentationPreparing and submitting expense reports for processing at the direction of the Financial Advisor/Private Wealth AdvisorEducation and/or Experience:High School Diploma/Equivalency, College degree preferred, Industry experience is a plus, Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)Knowledge/Skills:Detail orientated with superior organizational skills and ability to prioritize, Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint), Exceptional writing, interpersonal and client service skills, Strong time management skills, Team player with the ability to collaborate with others, Ability to work in a fast-paced, evolving environment, Adaptable and ability to multi-task, Goal oriented, self-motivated and results drivenReports To:Business Service OfficerWhat You Can Expect From Morgan Stanley:At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that's differentiated – and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
Worksite address
paramus, NJ, 07653, US
Who can apply
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