Client Service Associate

Client Service Associate

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

Duties and Responsibilities :

Client Support

• Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, and providing guidance while ensuring key information and documentation remains current
• Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
• Confirm authorization and authenticate client when processing requests
• Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
• Input orders at the direction of clients and / or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
• Prepare financial plans, client reports, and other materials for client meetings
• Review and take appropriate action on client account alerts

Other

Education, Experience, Knowledge, and Skills

Education and / or Experience

Knowledge / Skills

Reports to :