GilbertRecruiter
the smart solution for Gilbert jobs

Wealth Management Account Service Associate

Company: Morgan Stanley
Location: Gilbert
Posted on: December 5, 2018

Job Description:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's 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 essential to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a best-in-class foundation for building a professional career - a place for people to learn, to achieve, contribute and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Overview: The Mass Affluent Business within Morgan Stanley provides a consultative wealth management service to our clients remotely, through a client advisory center. Employees within this business include Remote Financial Advisors, Client Service Associates, Account Service Associates and Risk Officers. Position Summary: As a Wealth Management Account Service Associate, you will work closely with all teams across the business including Wealth Management Operations to provide operational client support in a virtual branch environment. The Wealth Management Account Service Associate utilizes multiple applications, including a workflow platform, to process paperwork and other transactional requests. You will also work on consultative projects and/or remediation efforts as outlined by the business. Role Responsibilities:* Process and follow-up on phone team support and client service requests to ensure execution in a timely manner* Set appropriate timeline expectations for requests and follow-up within that time frame* Research and resolve problems with both internal and external clients accurately* Ability to handle a high volume of requests in a fast-paced environment* Effectively navigate firm systems for any workflow processing and client requests* Provide world-class customer service to both internal and external clients in all interactions, striving to exceed client expectations* Apply Firm verification policies and procedures for all clients to avoid identity theft and fraudulent activity* Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to all activity to ensure risk mitigation* Risk recognition and mitigation, including ensuring a deep understanding of and adherence to all policies and procedures. Uphold requirements of the Quality Assurance guidelines.* Other duties as assigned* College degree or equivalent experience* 1-3 years industry experience preferred* Excellent written and strong communication skills* Excellent interpersonal and client service skills* Strong organizational skills, attention to detail and proactive follow-up* Strong computer skills* Self-starter with excellent work ethic* Ability to work in a dynamic and high activity work environment* Basic clerical and administrative skills Morgan Stanley is an equal opportunities employer and we are committed to diversifying our workforce (M/F/Disability/Vet). We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.

Keywords: Morgan Stanley, Gilbert , Wealth Management Account Service Associate, Executive , Gilbert, Arizona

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


Finance and Insurance Manager - Toyota
Description: Position Overview Working in our no-haggle sales environment, the F I Manager makes credit decisions, submits deals to our lenders for approval and helps bridge disconnects in the sales process. With (more...)
Company: AutoNation
Location: Tempe
Posted on: 12/11/2018

Data Integrity Manager 2 - Data Quality Manager - Enterprise Data Quality Monitoring (eDQM) Team
Description: At Wells Fargo, we want to satisfy our customers financial needs and help them succeed financially. We re looking for talented people who will put our customers at the center of everything we do. Join (more...)
Company: Wells Fargo
Location: Phoenix
Posted on: 12/11/2018

Case Manager
Description: If you want to make a difference in the lives of children, their families, and your own community, come join the AzCA team as a Case Manager while serving the Maryvale community. Founded in 1912, Arizona's (more...)
Company: Arizona's Children Assocation
Location: Phoenix
Posted on: 12/11/2018


Exec Assistant - President/CEO
Description: PRIMARY PURPOSE: Under general direction, this position provides a wide range of executive level administrative support services to the President/CEO and Chief Officers of Employer and serves as a liaison (more...)
Company: Vitalant
Location: Scottsdale
Posted on: 12/11/2018

Store Manager
Description: When our pets inspire us to be more loving and caring individuals, it's no surprise that our Store Leaders truly embody those qualities. We need dedicated and passionate leaders like you to drive the (more...)
Company: PetSmart
Location: Tempe
Posted on: 12/11/2018

System Administration Section Manager with Security Clearance
Description: Must have an active Department of Defense DoD SECRET security clearance must be adjudicated within the last 6 years to be considered. The System Administration Section Manager will manage and lead (more...)
Company: Raytheon
Location: Tucson
Posted on: 12/11/2018

Regional Sales Director
Description: br Aesculap Implant Systems br br Requisition ID 27Company Aesculap Implant Systems of Openings 1Job Locations US-AZ-PHOENIXUS-CA-Los AngelesUS-CA-San FranciscoUS-WA-SeattleCategory SalesPosition (more...)
Company: Aesculap Implant Systems
Location: Phoenix
Posted on: 12/11/2018

Medical Director needed at Sonora Behavioral Health - Tuscon
Description: Job Description Overview COME PRACTICE WITH US Full-Time Medical Director Needed Sonora Behavioral Health - Tucson, AZ 140-bed free-standing, acute/inpatient psychiatric hospital Established in 1994 Multidisciplinary (more...)
Company: Acadia Healthcare
Location: Tucson
Posted on: 12/11/2018

Manager, Information Security Response
Description: As a member of the Information Security leadership team, the Manager, Security Response plays an important role in helping to define the direction for the team and managing security incident response (more...)
Company: Choice Hotels
Location: Phoenix
Posted on: 12/11/2018

Electrical Project Manager
Description: SIGNING BONUS: 5,000 signing bonus if hired as an Electrical Project Manager MAKE THE SWITCH TO CSE TODAY Ranked 1 Best Place to Work and 2 Commercial Electrical Contractor by Ranking Arizona Industry (more...)
Company: Canyon State Electric
Location: Phoenix
Posted on: 12/11/2018

Log In or Create An Account

Get the latest Arizona jobs by following @recnetAZ on Twitter!

Gilbert RSS job feeds