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Client Service Associate*

Client Service Associate*

Client Service Associate*

Morgan Stanley
Providence, RI

Job details

Job Type

Client Service Associate*

Job Number:


POSTING DATE: Jan 24, 2022
PRIMARY LOCATION: Americas-United States of America-Rhode Island-Providence
JOB: Wealth Management
JOB LEVEL: Non-Exempt


Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
    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, processing money movement transactions as an example
    Review and take appropriate action on client account alerts
    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 and/or Experience
    High School Diploma/Equivalency
    College degree preferred
    Industry experience is a plus
    Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
    Strong computer skills and knowledge of Microsoft Office products
    Exceptional writing, interpersonal and client service skills
    Detail orientated with superior organizational skills and ability to prioritize tasks
    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
Reports to:
    Business Service Manager

Morgan Stanley
EOE committed to diversifying its workforce.

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Hiring for this role

• Mobile: NA

• Location: NA

• Post ID: 21919169

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