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Related keywords
- Client Service Associate
- Associate Client Service Manager
- Regional Client Service Associate
- Financial Client Service Associate
- Senior Client Service Associate
- Registered Client Service Representative
- Licensed Client Service Associate
- Registered Financial Service Associate
- Executive Client Service Associate
- Registered Client Service Associate
Registered Client Service Associate *
Company | Morgan Stanley |
Address | Boulder, CO, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services,Investment Banking,Investment Management |
Expires | 2023-06-06 |
Posted at | 1 year ago |
Position Summary
- Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
- Prepare financial plans, client reports, and other materials for client meetings
- Review and take appropriate action on client account alerts
- Confirm authorization and authenticate client when processing requests
- 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
- 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
- Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
- Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
- Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
- Proactively participate in firm initiatives directed by local management
- Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
- 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
- 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
- High School Diploma/Equivalency
- College degree preferred
- Two or more years of industry experience preferred
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Detail oriented with superior organizational skills and ability to prioritize tasks
- Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
- Ability to work in a fast-paced, evolving environment
- Exceptional writing, interpersonal and client service skills
- Strong computer skills and knowledge of Microsoft Office products
- Strong industry, product, and branch procedures knowledge
- Team player with the ability to collaborate with others
- Goal oriented, self-motivated and results driven
- Business Service Officer
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