Wealth Management Client Service Associate - VCS

Wealth Management Client Service Associate - VCS

Job Number:

3199907

POSTING DATE: Feb 9, 2022 PRIMARY LOCATION: Americas-United States of America-Florida-Temple Terrace EDUCATION LEVEL: Bachelor's Degree JOB: Wealth Management EMPLOYMENT TYPE: Full Time JOB LEVEL: Associate

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.

Summary:

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 to help effectively educate, service and lead clients in best managing their finances and making the most of their assets.

As a Registered 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 in order 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.

Role Responsibilities:

Manage daily volume of inbound, outbound calls, and emails from clients, providing world-class customer service to both internal and external clients in all interactionsStrengthen 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 in order to ultimately help clients grow and flourishConduct 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’ needsIdentify opportunities to deepen existing relationships through a referral based model; balance efficient issue resolution with discovery conversations to identify opportunities for deepening client relationshipsEngage with participants to introduce value add wealth and liquidity solutions where appropriateProcess and follow-up on service requests to ensure execution in a timely mannerApply Firm verification policies and procedures for all clients to avoid identity theft and fraudulent activityRecognize and mitigate risk, ensure a deep understanding of and adherence to all policies and procedures; uphold requirements of the Quality Assurance guidelinesPlace unsolicited trades for participants and clients of the FirmOther duties as assigned

QUALIFICATIONS

Qualifications:

High School Diploma/Equivalency1+ years of relevant industry experience preferredExceptional interpersonal and client service skillsA 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 environmentSeries 7 and 66 licensing preferred

- OR -

Must complete and obtain the Securities Industry Essential (SIE) Exam prior to start date, and obtain the Series 7 and 66 licensing exams within a defined period of time post-employment