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Part-Time Client Service Associate
Company | Morgan Stanley |
Address | Opelika, AL, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services,Investment Banking,Investment Management |
Expires | 2023-07-29 |
Posted at | 10 months ago |
Position Summary
- 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
- Onboard and maintain client accounts, including collecting client information and required documentation, processing money movement transactions as an example
- 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
- Review and take appropriate action on client account alerts
- Confirm authorization and authenticate client when processing requests
- Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
- Proactively participate in firm initiatives directed by local management
- 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
- Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
- 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
- Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
- College degree preferred
- High School Diploma/Equivalency
- Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Industry experience is a plus
- Education and/or Experience
- Team player with the ability to collaborate with others
- Strong computer skills and knowledge of Microsoft Office products
- Ability to work in a fast-paced, evolving environment
- Detail orientated with superior organizational skills and ability to prioritize tasks
- Exceptional writing, interpersonal and client service skills
- Goal oriented, self-motivated and results driven
- Business Service Officer
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