Talent.com
Client Service Associate
Client Service AssociateMorgan Stanley • San Jose, CA, United States
Client Service Associate

Client Service Associate

Morgan Stanley • San Jose, CA, United States
Hace 4 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ 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, providing guidance and making sure 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
  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
  • Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
  • Proactively participate in firm initiatives directed by local management
  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience
  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience preferred
  • High School Diploma/Equivalency
  • College degree preferred
Knowledge/Skills
  • Strong industry, product, and branch procedures knowledge
  • Exceptional writing, interpersonal and client service skills
  • Detail oriented with superior organizational skills and ability to prioritize tasks
  • Strong computer skills and knowledge of Microsoft Office products
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Goal oriented, self-motivated and results driven
  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Reports to:
  • Business Service Officer


WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $34,320 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Crear una alerta de empleo para esta búsqueda

Client Service Associate • San Jose, CA, United States

Ofertas similares

Senior Client Associate

ROCKEFELLER CAPITAL MANAGEMENTLos Gatos, CA, United States
A tiempo completo

Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.Originally founded in 1882 as the family office of Jo...Mostrar más

 • Oferta promocionada

Investment Services Associate

Stanford Federal Credit UnionPalo Alto, CA, United States
A tiempo completo

Investment Services Associate Opportunity at Stanford Federal Credit Union.We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual yearni...Mostrar más

 • Oferta promocionada

Client Services Associate

TradeJobsWorkforce95116 San Jose, CA, US
A tiempo completo

As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide...Mostrar más

 • Oferta promocionada

Client Associate/Registered Client Associate

Royal Bank of CanadaSan Jose, CA, United States
A tiempo completo

Client Associate/Registered Client Associate.Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Clie...Mostrar más

 • Oferta promocionada

Client Engagement Senior Associate, Tax Operations

CroweSan Jose, CA, United States
A tiempo completo

Your journey at Crowe starts here:.At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an i...Mostrar más

 • Oferta promocionada

Client Services Manager

Wag HotelsHayward, CA, United States
A tiempo completo

Our purpose was founded in 2005 by pet lovers who couldn't find a suitable place to leave their pets during business trips.What started as a personal quest has grown into the ultimate boarding and ...Mostrar más

 • Oferta promocionada

Registered Client Service Associate

Ameriprise FinancialSan Jose, CA, United States
A tiempo completo

Registered Client Service Associate.Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial pl...Mostrar más

 • Oferta promocionada

Private Client Advisor II

Bank of America CorporationPalo Alto, CA, United States
A tiempo completo

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and deliver...Mostrar más

 • Oferta promocionada

Client Service Associate - Wealth Management 100% Remote

Robert HalfSaratoga, CA, United States
Teletrabajo
Indefinido

DescriptionInterested? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario - I'd love to connect!Client Service Associate - Boutique Wealth Management FirmLocation ...Mostrar más

 • Oferta promocionada

Client Services Representative

Kirkwood Animal HospitalCampbell, CA, United States
A tiempo completo +1

The base salary range for this full-time position is $19.Our salary ranges are primarily determined by role, level, and location.The range provided for each job posting reflects the minimum and max...Mostrar más

 • Oferta promocionada

Client Partner

MAI AgentsCupertino, CA, United States
A tiempo completo

Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.At MAI (pronounced “my”), we're on a mission to democratize advanced advertising technology.We believe...Mostrar más

 • Oferta promocionada

Capital Formation Associate (Alternative Investments)

Coda Search│StaffingFremont, CA, United States
A tiempo completo

Our client is a prominent, well-respected multi-strat Fund currently seeking to add a Capital Formation Associate to their growing Client Partners Team.This individual will be responsible for drivi...Mostrar más

 • Oferta promocionada

Client Associate/Registered Client Associate

RBCSan Jose, CA, United States
A tiempo completo

Client Associate/Registered Client Associate.Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Clie...Mostrar más

 • Oferta promocionada

Associate

Avison YoungPalo Alto, CA, United States
A tiempo completo

Our Story Avison Young is a global commercial real estate brokerage and advisory firm, offering transaction, management, financial and consulting services.We've designed our corporate structure to ...Mostrar más

 • Oferta promocionada

Top-Tier Silicon Valley Role With Competitive Compensation, Bonuses & High Growth Potential

HealthEcareers - ClientScotts Valley, California, United States
A tiempo completo

Find a Career Where You Can Thrive—Not Just Another Job.At Schweiger Dermatology Group, we offer an opportunity to grow and excel in a supportive and dynamic environment.New York, New Jersey, Penns...Mostrar más

 • Oferta promocionada

Capital Formation Associate (Alternative Investments)

Coda Search¦StaffingHayward, CA, United States
A tiempo completo

Our client is a prominent, well-respected multi-strat Fund currently seeking to add a Capital Formation Associate to their growing Client Partners Team.This individual will be responsible for drivi...Mostrar más

 • Oferta promocionada

Tax Senior Associate, Private Client Services

Baker TillySan Jose, CA, United States
A tiempo completo

Job Title: Tax Senior Associate.Baker Tilly and Moss Adams combined in 2025, and together we are now the #6 public accounting firm in the U.S, and growing! Are you interested in joining one of the ...Mostrar más

 • Oferta promocionada

Client Success Associate

BrightPlanSan Jose, CA, United States
A tiempo completo

We are looking for a highly organized, detail-oriented, and self-driven Client Success Associate to join our Global Client Service team.This is a role for someone who takes deep pride in the qualit...Mostrar más