Client Service Associate

About the Role

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. This key role requires an understanding of firm policies, procedures, and capabilities in order to deliver the full firm to clients. The role assists with the development and growth of business through engaging and utilizing the full capabilities of the firm.

Key Responsibilities

• Client Support

• Cultivate and enhance new and existing client relationships through active communication, processing client requests, resolving inquiries, providing guidance, and ensuring key information and documentation remains current.

• Identify and assist with firm services and solutions that support clients’ needs, including banking products and services and secure, digital offerings like 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 money movement transactions.

• Review and take appropriate action on client account alerts.

• Team and Administrative Support

• Partner with Financial Advisors in developing a business plan and delivering against 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.

• 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, preparing travel & expense reports, and file & calendar maintenance.

• Proactively participate in firm initiatives directed by local management.

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

• Professional Development

• Actively engage in available training and education programs, including firm strategic priorities, professional development, and staying current on policies, procedures, and new platforms.

• Attend scheduled targeted/monthly field service professional and/or training calls.

Requirements & Tech Stack

• Strong computer skills and knowledge of Microsoft Office products.
• Industry experience is a plus.
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).

Qualifications

• High School Diploma/Equivalency.
• College degree preferred.
• Exceptional writing, interpersonal, and client service skills.
• Detail-oriented with superior organizational skills and 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.
• Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.