Client Service Associate

Morgan Stanley - Bethesda, MD (30+ days ago)3.9


The Client Service Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. The Client Service Associate is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams, as well as, new and existing clients.

DUTIES and RESPONSIBILITIES:
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs
Onboard new client accounts, which includes the collection of required documentation and client information
Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
Proactively participate in firm initiatives directed by local management
Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness
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

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, 63 and 65 or Series 7 and 66
Knowledge/Skills

Strong computer skills and knowledge of Microsoft Office products
Exceptional interpersonal and client service skills
Detail orientated with superior organizational skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment

Reports To:
Complex Business Service Officer or Business Service Manager

Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V.