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Client Resolution Associate

Company: Morgan Stanley
Location: Gilbert
Posted on: June 6, 2021

Job Description:

AssociateQualifications:Job Description:Providing support to clients to resolve extraordinary issues and client complaintsProactively communicating with clients by phone and/or email in order to provide a high level of service on escalated issuesProcess and follow up on service requests to ensure resolution in a timely mannerSet appropriate expectations with clients and ensure consistent follow-upProvide world class customer service to both internal and external clients in all interactionsResearch and resolve complex issues with clients accurately and in a timely mannerLeverage Morgan Stanley systems and ensure all interactions are appropriately entered and documentedWork closely with the Principal Reviewer Team to close out complaints in a timely mannerActively manage, monitor, and document daily case load by utilizing various technology resourcesAbility to handle a high volume of requests in a fast-paced environmentApply Firm verification policies for all clients to avoid identity theft and fraudulent activityKeep current on SEC/FINRA, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigationOther ad hoc duties as assigned

Keywords: Morgan Stanley, Gilbert , Client Resolution Associate, Other , Gilbert, Arizona

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