Client Experience Specialist

Client Experience Specialist

Job Description:

Client Experience Specialists 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:

• Develop and enrich client relationships by actively communicating with clients, addressing their requests, resolving questions, providing recommendations, and ensuring the accuracy of important information and records
• Identify and help clients access Firm services and solutions that are designed to meet their needs, encompassing banking services and secure digital tools like Morgan Stanley Online and Morgan Stanley Mobile
• Confirm approval and validate the identity of the customer in request handling
• Organize and manage client accounts, including gathering client information and necessary documentation, processing money movement transactions as an example
• Assess client account alerts and implement necessary measures

Other:

• Collaborate with financial professionals to establish a business strategy and adhere to a client servicing model
• Assist in sustaining the team's marketing strategy by managing marketing materials, digital and social media channels, and coordinating client events and workshops
• Participate actively in available training and education programs that are in sync with the firm's strategic direction, professional growth, and staying current on policies, procedures, and innovative platforms, while also attending scheduled targeted monthly field service professional training calls
• Support Financial Advisors by performing administrative functions such as managing telephone calls, organizing travel plans, scheduling client appointments, creating travel expense reports, and updating filing systems and schedules
• Take an active part in projects managed by the local leadership team
• Regularly explore avenues to leverage company assets for exchanging ideas and working together with Financial Advisors

Education and/or Experience:

• High School Diploma/Equivalency
• College degree preferred
• Industry expertise is a strong advantage
• Aspiration to earn Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) alongside Series 65 (RA) certifications

Knowledge/Skills:

• Knowledgeable in computer applications and experienced in utilizing various Microsoft Office products
• Exceptional writing skills combined with strong interpersonal and client service abilities
• Delivers work with precision by leveraging superior organization skills and strategic task prioritization abilities
• Has a knack for team-based work and partnering with colleagues for mutual benefits
• Proficiency in navigating a rapidly evolving and fast-paced work environment
• Driven by targets, self-propelled, and results-focused

Anticipated features of Morgan Stanley's service:

The values at Morgan Stanley embody a commitment to delivering exceptional service and upholding an exceptional standard that has been synonymous with the company for more than eight decades. These principles, which prioritize client satisfaction, ethical conduct, innovative leadership, diversity and inclusion, and corporate social responsibility, drive our daily decisions to prioritize the best interests of our clients, communities, and the more than 80,000 employees working across 1,200 offices in 42 countries.

Morgan Stanley is determined to build and sustain a team with a variety of experiences and backgrounds, yet cohesive in reflecting our values of integrity and excellence. Hence, our recruitment efforts are focused on attracting and retaining top talent from diverse talent pools. We endeavor to be the favored choice for prospective employees.

In adherence to its equal employment opportunity policy, the Firm prohibits discrimination or harassment on the grounds of race, color, creed, age, sex, gender expression, transgender identity, sexual orientation, national origin, disability, marital status, pregnancy, veteran status, genetic information, or any other protected characteristic.

Apply Now