Job Description

Client Service Associate*



Job Number: 3235938
POSTING DATE: Apr 18, 2023
PRIMARY LOCATION: Americas-United States of America-Oregon-Portland
JOB: Wealth Management
EMPLOYMENT TYPE: Part Time
JOB LEVEL: Non-Exempt


DESCRIPTION


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\xe2\x80\x99 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

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  Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
  Support the team\xe2\x80\x99s 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 \xe2\x80\x93 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 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

QUALIFICATIONS


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

• 
  Strong computer skills and knowledge of Microsoft Office products
  Exceptional writing, interpersonal and client service skills
  Detail orientated 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

Reports to:

• 
  Business Service Manager

Morgan Stanley\'s goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
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).