Customer Success Associate

Customer Success Associate

Customer Success Associate 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:

• Establish and enhance client relationships by engaging in regular communication with clients, processing their requests, resolving inquiries, providing counsel, and ensuring the accuracy of key information and documentation
• 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
• Authenticate consent and verify the legitimacy of the client during request processing
• Supervise the setup and maintenance of client accounts by obtaining client information and required documentation, handling monetary transactions as an exemplar
• Analyze and act upon client account alerts appropriately

Other:

• Collaborate with financial planners to create a strategic business blueprint and execute a client care strategy
• Help drive the team's marketing efforts by preserving marketing assets, which encompasses digital and online networking outlets, and orchestrating customer functions and educational sessions
• Engage effectively in available educational programs and training activities that correspond with the company's strategic objectives, professional advancement, and knowledge of current regulations, processes, and emerging technologies, while making a point to be present for targeted monthly field service professional training calls
• Assist Financial Advisors by undertaking administrative duties like managing phone calls, arranging business trips, scheduling client meetings, compiling travel expense records, and maintaining calendars and files
• Get involved in company projects spearheaded by local leadership
• Regularly look for opportunities to utilize company resources for peer sharing and collaborating with Financial Advisors

Academic background, applied experience, expertise, and abilities are integral parts of one's skill repertoire:

Education and/or Experience:

• High School Diploma/Equivalency
• College degree preferred
• Having worked in the industry is advantageous
• Motivation to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) along with Series 65 (RA) authorizations

Knowledge/Skills:

• Demonstrating a high level of competency in computer proficiency and proficiency in utilizing Microsoft Office software
• Outstanding abilities in writing, communication, and customer relationship management
• Known for being meticulous with a keen eye for details and displaying exceptional organizational skills, often adept at task prioritization
• Demonstrates a strong aptitude for teamwork and partnering with others for shared goals
• Skill in operating effectively within a fast-paced and evolving workplace
• Target-focused, self-driven, and results-oriented

The predicted advantages of Morgan Stanley's services:

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's objective is to establish and uphold a workforce that is diverse in experience and background but unified in reflecting our standards of integrity and excellence. Thus, our recruitment initiatives are aimed at attracting and retaining the most exceptional individuals from all talent pools. We aim to be the preferred employer for potential candidates.

Upholding the principles of equal employment opportunity, the Firm prohibits discrimination or harassment on the basis of race, color, creed, age, sex, gender expression, transgender identity, sexual orientation, nationality, disability, marital status, pregnancy, veteran status, genetic information, or any other characteristic protected under the law.

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