Client Service Support Analyst

Client Service Associate

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

• Develop and enrich client relationships by actively communicating with clients, addressing their requests, solving queries, offering guidance, and ensuring the accuracy of important information and records
• Identify and offer assistance in accessing Firm services and solutions that cater to clients' needs, which may encompass banking products and services as well as secure, digital platforms like Morgan Stanley Online and Morgan Stanley Mobile
• Authenticate consent and verify the legitimacy of the client during request processing
• Manage and sustain client accounts, including the acquisition of client information and required documentation, conducting financial transactions for demonstration
• Review and respond to client account notifications as required

Other

• Join forces with financial advisers to design a business plan and meet client service expectations effectively
• Play a role in the team's marketing plan through the upkeep of marketing materials, digital and social media presence, and the organization of client events and educational sessions
• Engage in ongoing training and educational opportunities that support the company's strategic priorities, personal development, and staying informed about policies, procedures, and new technologies, and make it a priority to attend designated monthly training sessions for field service professionals
• Help Financial Advisors with administrative tasks that include answering phone calls, making travel arrangements, setting up client meetings, compiling travel expense reports, and managing calendars and filing systems
• Engage enthusiastically in firm initiatives supervised by local management
• Continuously explore options to leverage company assets for exchanging insights and collaborating with Financial Advisors

Education, background, expertise, and competencies are all crucial elements in a person's skill set

Education and/or Experience

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

Knowledge/Skills

• Proficiency in computer technology and adept at utilizing Microsoft Office applications effectively
• Exceptional aptitude in writing, interpersonal communication, and customer service acumen
• Recognized for being detail-focused, displaying excellent organizational skills, and demonstrating proficiency in task prioritization
• - Displays adeptness in teamwork and interacting collaboratively with coworkers
• Capacity to perform well in a fast-changing and dynamic work environment
• Oriented towards goals, internally driven, and focused on achieving results

Reports to:

• Business Service Manager

What is in store for clients of Morgan Stanley:

The ethos at Morgan Stanley is rooted in delivering top-notch service and maintaining a high level of excellence that has been synonymous with the organization for almost nine decades. Guided by principles that place clients at the forefront, emphasize ethical practices, champion groundbreaking ideas, endorse diversity and inclusivity, and support charitable initiatives, every action is carefully crafted to serve the interests of not only clients but also communities and the extensive staff of more than 80,000 employees located in 1,200 offices across 42 nations.

Morgan Stanley is dedicated to constructing and sustaining a team that is diverse in its range of experiences and backgrounds, while remaining unified in exemplifying our principles of integrity and exceptional performance. Thus, our recruitment strategies are centered around attracting and retaining the most outstanding candidates from all talent pools. We aim to be the premier option for potential hires.

The Firm's policy aims to promote fair employment opportunities by prohibiting discrimination or harassment based on various factors such as race, religion, age, gender, sexual orientation, national origin, disability, marital status, pregnancy, veteran status, genetic information, and other legally protected characteristics.

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