Morgan Stanley
Position: Client Service Associate
Morgan Stanley
Client Service Associate Position Summary Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / 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 Provide Service Coverage for a FA/PWA/team, including cultivating and enhancing new and existing client relationships Execute money movement transactions at the request of the client and/or FA/PWA Answer general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA Educate or enroll clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Support the FAs/PWAs/teams marketing strategy (e.g., website maintenance) Assist FAs/PWAs/teams in delivering against their business plan and client service model Remain current on all policies, procedures and new platforms Participate in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
Administrative Support Answer inbound phone calls or make outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed) Manage the calendar, coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintain travel itineraries, prepare expense reports and manage the reimbursement process Assist with general in-office support functions such as copying, filing and scanning documentation Prepare and submit expense reports for processing at the direction of the FA/PWA
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 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Knowledge/Skills Detail oriented 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 able to multi-task Goal oriented, self-motivated and results driven
Reports To Business Service Officer
What You Can Expect From Morgan Stanley We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back 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. Our teams are collaborative and creative thinkers, supported and empowered in a diverse work environment. We offer a comprehensive benefits package and opportunities to grow within the firm. Salary range for the position: $33,280 - $85,000 / Yr. Eligible for discretionary incentive compensation and participation in applicable incentive plans. Benefits include Medical, Prescription Drug, Dental, Vision, Health Savings Account, Life Insurance, Disability, Paid Time Off, Holidays, 401(k), and more. For details, visit the benefits site. Equal Employment Opportunity: Morgan Stanley is an equal opportunity employer. We prohibit discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, national origin, citizenship, disability, veteran status, or any other protected characteristic. We encourage applicants from all backgrounds to apply. Location and Seniority Seniority level: Entry level Employment type: Full-time Job function: Other
Referrals increase your chances of interviewing at Morgan Stanley. Location: Eden Prairie, MN; Edina, MN; Minneapolis, MN; Minnetonka, MN; Wayzata, MN; St Louis Park, MN #J-18808-Ljbffr
Morgan Stanley
Client Service Associate Position Summary Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / 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 Provide Service Coverage for a FA/PWA/team, including cultivating and enhancing new and existing client relationships Execute money movement transactions at the request of the client and/or FA/PWA Answer general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA Educate or enroll clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Support the FAs/PWAs/teams marketing strategy (e.g., website maintenance) Assist FAs/PWAs/teams in delivering against their business plan and client service model Remain current on all policies, procedures and new platforms Participate in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
Administrative Support Answer inbound phone calls or make outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed) Manage the calendar, coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintain travel itineraries, prepare expense reports and manage the reimbursement process Assist with general in-office support functions such as copying, filing and scanning documentation Prepare and submit expense reports for processing at the direction of the FA/PWA
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 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Knowledge/Skills Detail oriented 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 able to multi-task Goal oriented, self-motivated and results driven
Reports To Business Service Officer
What You Can Expect From Morgan Stanley We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back 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. Our teams are collaborative and creative thinkers, supported and empowered in a diverse work environment. We offer a comprehensive benefits package and opportunities to grow within the firm. Salary range for the position: $33,280 - $85,000 / Yr. Eligible for discretionary incentive compensation and participation in applicable incentive plans. Benefits include Medical, Prescription Drug, Dental, Vision, Health Savings Account, Life Insurance, Disability, Paid Time Off, Holidays, 401(k), and more. For details, visit the benefits site. Equal Employment Opportunity: Morgan Stanley is an equal opportunity employer. We prohibit discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, national origin, citizenship, disability, veteran status, or any other protected characteristic. We encourage applicants from all backgrounds to apply. Location and Seniority Seniority level: Entry level Employment type: Full-time Job function: Other
Referrals increase your chances of interviewing at Morgan Stanley. Location: Eden Prairie, MN; Edina, MN; Minneapolis, MN; Minnetonka, MN; Wayzata, MN; St Louis Park, MN #J-18808-Ljbffr