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 is a key role that requires an understanding of firm policies, procedures, and capabilities in order to deliver the full firm to clients.

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, processing money movement transactions.
• Review and take appropriate action on client account alerts.
• Other
• Partner with Financial Advisor(s) 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.
• 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.
• 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.
• Proactively participate in firm initiatives directed by local management.
• Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors.

Requirements & Tech Stack

• Strong computer skills and knowledge of Microsoft Office products.
• 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.
• Industry experience is a plus.
• 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.