Job Description

Client Service Associate

Are you an experienced customer service professional, looking to jumpstart your career in the financial sector? Are you a team player, looking to work with, learn from and grow within a collaborative organization? The Morgan Stanley Virtual Client Solutions team is seeking a Client Service Associate to help provide exceptional client service and guidance, as well as serve as operational and sales support to both new and existing clients and Financial Advisor teams.

Position Overview:

The Client Service Associate is responsible for understanding firm policies, procedures, and digital tools to best support new and existing clients. You will work alongside Financial Advisors to provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide guidance to clients as they navigate their finances.

The ideal candidate enjoys connecting with people and will be able to provide insights and assistance across the scope of Morgan Stanleys products and solutions in a professional and efficient manner while also staying up to date on both company products and services, as well as broader trends in the industry. Our robust training program, paired with your passion for personal development and growth, will provide you the tools and knowledge you will need to be successful in this role.

How Morgan Stanley Client Services Professionals Make an Impact:

• Be an effective communicator: Adapt communication styles to adhere to a diverse array of people and situations and drive opportunities
• Be an innovative thinker: Develop and share new ideas to attract and retain clients and contribute to the future growth of the business
• Be a problem solver: Demonstrate empathy and help clients resolve issues when answering inbound phone calls and servicing client accounts, to create an exceptional client experience in a fast-paced environment
• Be eager to learn: Continuously improve understanding of investments and financial markets, through trainings and on the job learning to address client investment needs
• Be your own advocate: Strive for excellence in your role and work with your manager to prepare for future career advancements that align with your goals as a professional

A Typical Workday as a Client Service Associate:

• Manage daily volume of inbound calls and emails from participants, providing world-class customer service to both internal and external clients in all interactions
• Strengthen and enhance existing client relationships through the processing of client requests, timely resolving of client inquiries, and making sure key client information and documentation is up to date
• Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients needs
• Identify opportunities to deepen existing relationships through a referral-based model; balance efficient issue resolution with discovery conversations to identify opportunities for deepening client relationships
• Onboard new client accounts by collecting and inputting required documentation and client information
• Apply Firm verification policies and procedures for all clients to avoid identity theft and fraudulent activity
• Recognize and mitigate risk, ensure a deep understanding of and adherence to all policies and procedures; uphold requirements of the Quality Assurance guidelines
• Other duties as assigned

Benefits of being a Morgan Stanley Client Service Associate:

• Develop a robust understanding of the financial services industry and gain insight into one of the worlds leading financial institutions
• Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning
• Opportunity to launch your career and gain your Series 7 and Series 66 licenses
• Benefit from a competitive base salary and a wide range of additional benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more
• Access to 401(k) offering with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program

Skills You Bring:

• High School Diploma/Equivalency, Bachelors degree preferred
• Must be fluent in French and English (Verbal, Written, Reading)
• Relevant industry and customer service experience preferred
• Opportunity to launch your career and gain your Series 7 and Series 66 licenses
• Ability to handle a high volume of requests in a fast-paced environment
• Exceptional interpersonal and client service skills
• A passion for understanding participants financial needs in an objective manner and seamlessly deliver the full value of the firm
• Strong computer skills and knowledge of Microsoft Office products

About Morgan Stanley:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firms employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

What You Can Expect From Morgan Stanley:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, youll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world.

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