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Morgan Stanley

Receptionist

Morgan Stanley, Sacramento, California, United States, 95828

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Receptionist

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Morgan Stanley .

Receptionists are the first point of contact for clients and others visiting the branch or calling into the branch. The Receptionist must be able to answer general questions and direct clients to the appropriate party when needed. In this role, you will also have the opportunity to expand your knowledge of the firm’s Wealth Management business as you build your career in the organization.

Duties And Responsibilities

Greet clients and visitors to the office with warmth and professionalism, guiding them to the proper personnel

Answer incoming calls in a cordial, professional and timely manner, transferring calls to appropriate individuals

Maintain call logs and take accurate, thorough messages that are received

Handle general inquiries, following the firm’s policies and procedures

Perform other responsibilities as directed by the Complex / Branch Manager such as filing, restocking and ordering branch supplies, maintaining office pantry, facilities support, scheduling branch meetings, etc.

Provide coverage/support for various operations functions if/as needed such as mail services and document and deposit scanning

Minimum Qualifications Education and/or Experience

High school diploma or equivalent preferred

Knowledge/Skills

Professional call etiquette

Knowledge of telephone equipment is preferred

Basic computer skills, including Microsoft Office products

Ability to communicate with colleagues and clients

Dedication to customer service

Ability to work in a fast-paced, evolving environment

Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Reports To

Service Manager

Expected base pay rates for the role will be between $50,000.00 and $95,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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