Morgan Stanley
Private Wealth Management Client Service Associate
Morgan Stanley, Los Angeles, California, United States, 90079
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 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 required documentation, processing money movement transactions as an exampleReview and take appropriate action on client account alertsOTHER
Partner 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 AdvisorsEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
High School Diploma/EquivalencyCollege degree preferredIndustry experience is a plusWillingness to obtain SIE, Series 7 and 66 (or 63 and 65Knowledge/Skills
Strong 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 drivenReports to:
Business Service ManagerExpected base pay rates for the role will be between $35,000 - $85,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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).
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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 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 required documentation, processing money movement transactions as an exampleReview and take appropriate action on client account alertsOTHER
Partner 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 AdvisorsEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
High School Diploma/EquivalencyCollege degree preferredIndustry experience is a plusWillingness to obtain SIE, Series 7 and 66 (or 63 and 65Knowledge/Skills
Strong 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 drivenReports to:
Business Service ManagerExpected base pay rates for the role will be between $35,000 - $85,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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).
#J-18808-Ljbffr