Client Service Associate

PRIMARY LOCATION: Americas-United States of America-Maryland-BethesdaPROGRAM: Wealth ManagementJOB LEVEL: Non-ExemptDESCRIPTIONPOSITION SUMMARYClient 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 RESPONSIBILITIESCLIENT SUPPORTCultivate 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 currentIdentify 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 MobileConfirm authorization and authenticate client when processing requestsOnboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an exampleReview and take appropriate action on client account alertsOTHERPartner with Financial Advisor(s) in developing a business plan and delivering against a client service modelSupport the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminarsActively 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 callsPerform 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 maintenanceProactively participate in firm initiatives directed by local managementRegularly seek opportunities to use firm resources for peer sharing and collaborating with Financial AdvisorsQUALIFICATIONSEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLSEducation and/or ExperienceHigh School Diploma/EquivalencyIndustry experience is a plusWillingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)Knowledge/SkillsStrong computer skills and knowledge of Microsoft Office productsExceptional writing, interpersonal and client service skillsDetail orientated with superior organizational skills and ability to prioritize tasksTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentGoal oriented, self-motivated and results driven

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