Registered Client Service Associate - Gilbert, AZ
Company: Morgan Stanley
Location: Gilbert
Posted on: September 18, 2023
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Job Description:
Business Overview:
Are you passionate about helping others reach their financial
goals? Are you a self-starter looking to build your career in the
financial sector? Are you a forward-thinker, skilled in
creative-problem solving? If so, the Morgan Stanley Virtual Client
Solutions team is seeking a *Registered Client Service Associate in
our Gilbert, AZ office *to help effectively educate, service and
lead clients in best managing their finances and making the most of
their assets. Launch your career today as a Virtual Client
Solutions Client Services Professional and gain your Series 7 and
66 licenses.
Position Overview:
As aRegistered Client Service Associate, you will provide industry
leading service to Morgan Stanley institutional client participants
and retail clients to enhance the client experience, assist in
safeguarding client assets, and provide support and guidance to
clients on their financial journey. This is a phone-based role, and
the service associate is responsible for understanding firm
policies and digital tools to service and guide new and existing
clients.
The ideal candidate enjoys connecting with people and providing
insights and assistance across the scope of Morgan Stanley's
products and solutions in a professional and efficient manner - all
while staying up to date on both company products and services and
broader trends in the industry. You will work closely with Morgan
Stanley Financial Advisors on a collaborative team, providing you
with various opportunities to learn and grow in your financial
career. Our robust training program, paired with your passion for
personal development and growth, will provide you the tools and
knowledge you will need to be successful in this role. This
training will also encompass providing you with training materials
and paid study time for incumbents to obtain their Series 7 and 66
post hire to become fully registered.
How Morgan Stanley Client Services Professionals Make an
Impact:
A Typical Workday as a Client Service Associate:
Manage daily volume of inbound calls and emails from participants,
providing world-class customer service to both internal and
external clients in all interactions
Strengthen and enhance existing client relationships through the
processing of client requests, resolving client inquiries, and
making sure key client information and documentation is up to date
to ultimately help clients grow and flourish
Conduct outreach to maintain strong relationships with client base
and identify Firm services and solutions, such as digital, online
access and cash management offerings, that support clients'
needs
Identify opportunities to deepen existing relationships through a
referral-based model; balance efficient issue resolution with
discovery conversations to identify opportunities for deepening
client relationships
Engage with participants to introduce value add wealth and
liquidity solutions where appropriate
Process and follow-up on service requests to ensure execution in a
timely manner
Apply Firm verification policies and procedures for all clients to
avoid identity theft and fraudulent activity
Recognize and mitigate risk, ensure a deep understanding of and
adherence to all policies and procedures; uphold requirements of
the Quality Assurance guidelines
Place unsolicited trades for participants and clients of the
Firm
Other duties as assigned
Benefits of being a Morgan Stanley Client Service Associate/:/
Skills You Bring:
High School Diploma/Equivalency
Securities Industry Essential (SIE) OR ability to pass SIE exam 2
weeks prior to start date
Obtain Series 7 and 66 or ability to obtain, paid for by Morgan
Stanley, within 120 days of hire
Exceptional interpersonal and client service skills
A passion for understanding participants' financial needs in an
objective manner and seamlessly deliver the full value of the
firm
Ability to handle a high volume of requests in a fast-paced
environment
About Morgan Stanley:
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
critical to our success. Together, we share a common set of values
rooted in integrity, excellence, and strong team ethic. Morgan
Stanley can provide a superior foundation for building a
professional career - a place for people to learn, achieve and
grow. A philosophy that balances personal lifestyles, perspectives
and needs is an important part of our culture.
Job: *Wealth Management
Title: Registered Client Service Associate - Gilbert, AZ
Location: Arizona-Gilbert
Requisition ID: 3227658
Keywords: Morgan Stanley, Gilbert , Registered Client Service Associate - Gilbert, AZ, Other , Gilbert, Arizona
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