Registered Client Service Associate

Registered Client Service Associate

Registered 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:

• Enhance and foster client relationships by consistently communicating with clients, addressing their requests, resolving inquiries, providing guidance, and maintaining the accuracy of key information and documentation
• 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
• Confirm permission and verify the authenticity of the client during request processing
• Oversee the initiation and retention of client accounts by gathering client data and essential paperwork, overseeing financial transactions for illustration
• Assess and address client account alerts in a timely manner

Other:

• Engage with financial experts to develop a business roadmap and deliver on client servicing standards
• 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
• Involve yourself proactively in accessible training and educational initiatives that are aligned with the firm's strategic focuses, personal growth, and staying informed about policies, procedures, and emerging platforms, in addition to committing to attending targeted monthly field service professional training calls
• Provide administrative support to Financial Advisors by handling tasks such as telephone coverage, arranging business travel, scheduling client meetings, preparing expense reports for travel, and maintaining filing systems along with calendars
• Take an active part in projects managed by the local leadership team
• Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

Qualifications, on-the-job training, familiarity, and proficiencies are important aspects that contribute to one's skills:

Education and/or Experience:

• High School Diploma/Equivalency
• College degree preferred
• Having hands-on experience in the field is a positive
• Determination to earn Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) alongside Series 65 (RA) credentials

Knowledge/Skills:

• Possessing strong abilities in computer literacy and familiarity with various Microsoft Office tools
• Remarkable skills in written communication, client interactions, and service delivery
• Having a sharp focus on details, exceptional organizational capabilities, and the capacity to effectively prioritize tasks
• Exhibits a talent for cooperating with others and supporting team objectives
• Expertise in managing responsibilities in a fast-paced and ever-changing workplace
• Driven by targets, self-propelled, and results-focused

The projected outcomes of engaging with 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 committed to developing and maintaining a workforce that is multifold in experience and background yet is unified in reflecting our principles of honesty and distinction. Therefore, our recruitment campaigns are aligned with the goal of enticing and preserving the most exceptional talents from diverse talent pools. We strive to be the top preference for prospective employees.

The Firm's employment policy emphasizes the importance of providing a workplace free from discrimination or harassment on the grounds of race, color, religion, age, sex, gender identity, sexual orientation, national origin, disability, marital status, pregnancy, veteran status, genetic information, or any legally safeguarded trait.

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