Client Service Associate

Morgan Stanley

3.1

(72)

Nashville, TN

Why you should apply for a job to Morgan Stanley:

  • Our best-in-class Return to Work program is an excellent opportunity to re-engage and pick up where you left off after a career break.
  • Whether you're welcoming a new addition, watching your children grow or caring for aging parents, there’s support.
  • An employee stock purchase program, 401(k) retirement savings, 529 plans with a company match, IRAs? Check, check, check and check.
  • #549780416255

    Position summary

    tal 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 required documentation, processing money movement transactions as an example

    • Review and take appropriate action on client account alerts

    OTHER

    • 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

    • Actively 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 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

    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 Officer

    Morgan Stanley

    EOE committed to diversifying its workforce.

    M/F/D/V.

    Why you should apply for a job to Morgan Stanley:

  • Our best-in-class Return to Work program is an excellent opportunity to re-engage and pick up where you left off after a career break.
  • Whether you're welcoming a new addition, watching your children grow or caring for aging parents, there’s support.
  • An employee stock purchase program, 401(k) retirement savings, 529 plans with a company match, IRAs? Check, check, check and check.