Client Operations Associate

Job Description:Client Operations Associate

Client Operations Associates are at the forefront of refining the client experience, setting a new benchmark for service excellence within the organization. Through their active involvement in business growth and client engagement, they play a significant role in maximizing the firm's potential. This position thrives on a comprehensive knowledge of company procedures, regulations, and competencies to provide clients with a holistic view of the firms offerings.

Duties and Responsibilities:

Client Support:

• Cultivate and improve client relationships by engaging in ongoing communication, addressing client needs, resolving inquiries, providing advice, and ensuring 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
• Authenticate approval and confirm the identity of the customer when handling their requests
• Handle the establishment and upkeep of client accounts, which includes collecting client information and necessary paperwork, conducting financial transactions as a case in point
• Analyze and act upon client account alerts appropriately

Other:

• Team up with financial advisors to formulate a solid business plan and implement a client service approach successfully
• 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
• Take an active role in participating in available training and educational programs that support the firm's strategic goals, professional development, and keeping abreast of policies, procedures, and emerging platforms, as well as regularly attending specified monthly training calls for field service professionals
• Aid Financial Advisors by performing administrative tasks such as covering phones, coordinating travel arrangements, scheduling client meetings, preparing travel expense reports, and organizing filing and calendars
• Get involved in company projects spearheaded by local leadership
• Continuously explore options to leverage company assets for exchanging insights and collaborating with Financial Advisors

Knowledge/Skills:

• Proficiency in computer technology and adept at utilizing Microsoft Office applications effectively
• Exceptional proficiency in writing, interpersonal interactions, and customer support skills
• Having a sharp focus on details, exceptional organizational capabilities, and the capacity to effectively prioritize tasks
• Shows proficiency in team collaboration and leveraging collective strengths for optimal outcomes
• Capacity to perform well in a fast-changing and dynamic work environment
• Target-focused, self-driven, and results-oriented

Education and/or Experience:

• High School Diploma/Equivalency
• College degree preferred
• Industry familiarity is a valuable asset
• Willingness to achieve Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) along with Series 65 (RA) licenses

The promised benefits of choosing Morgan Stanley:

Morgan Stanley's aim is to construct and uphold a team with a broad range of backgrounds and experiences, while still showcasing the organization's values of integrity and excellence cohesively. As a result, our recruitment strategies are tailored to attract and retain top-tier candidates from various talent pools. We aspire to be the primary choice for potential employees.

The Firm's stance on equal employment opportunity underscores the prohibition of discrimination or harassment concerning race, color, religion, age, sex, gender identity, transgender status, sexual orientation, nationality, disability, marital status, pregnancy, veteran service, genetic information, or any other safeguarded trait.

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