Ms
Client Service Associate
Charlotte, North Carolina, United States of America
Sponsorship not specifiedDetected 1 day ago
CommunicationOrganizational SkillsMicrosoft Office
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16Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- 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.
- 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
Responsibilities
- 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
- Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example
- 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
- 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.
Skills
- 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)
- 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
- Ability to work in a fast-paced, evolving environment
- Goal oriented, self-motivated and results driven
- Business Service Manager
- Education and/or Experience
- Knowledge/Skills
Benefits
- EDUCATION, EXPERIENCE, KNOWLEDGE, and
Company info
- At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals.
This listing is sourced directly from Ms's careers page and normalized into a canonical job model.