Client Service Associate
Morgan Stanley · Ridgeland
Full-time Posted 4 days ago
About this role
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients
DUTIES and RESPONSIBILITIES: CLIENT SUPPORT * Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure 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 client when processing requests * Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example * 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 and 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
Apply for this role on Morgan Stanley’s official careers site.