Client associate Jobs in Cincinnati, OH

POSITION SUMMARY :

Registered 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 :

Provide service coverage for a FA / PWA / team including :

• Supporting the FA / PWA / team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and / or FA / PWA / team
• Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
• Enter profile information or pre-fill account documentation on client accounts and / or documents in aa clerical capacity at the direction of the client and / or FA / PWA / team
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and / or FA / PWA / team
• Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
• Accept or enter unsolicited orders and / or enter solicited orders in a clerical capacity at the direction of the FA / PWA / team
• Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance)
• Assist FAs / PWAs / teams in delivering against their business plan and client service model
• Remaining current on all policies, procedures, and new platforms
• Participating in firm initiatives (e. g., training or education programs) , special projects and / or other duties directed by local management

Administrative Support :

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS :

Education and / or Experience :

Knowledge / Skills :

Reports To :

Morgan Stanley's 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).