Home
/
Comprehensive
/
Client Service Associate*
Client Service Associate*-March 2024
Medford
Mar 19, 2025
ABOUT MORGAN STANLEY
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals.
10,000+ employees
Financial Services, Technology
VIEW COMPANY PROFILE >>
About Client Service Associate*

  POSITION SUMMARY

  Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.

  DUTIES and RESPONSIBILITIES:

  CLIENT SUPPORT

  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 currentIdentify 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 MobileConfirm authorization and authenticate client when processing requestsOnboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an exampleReview and take appropriate action on client account alertsOTHER

  Partner with Financial Advisor(s) in developing a business plan and delivering against a client service modelSupport the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminarsActively 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 callsPerform 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 maintenanceProactively participate in firm initiatives directed by local managementRegularly seek opportunities to use firm resources for peer sharing and collaborating with Financial AdvisorsEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

  *Education and/or Experience*

  High School Diploma/EquivalencyCollege degree preferredIndustry experience is a plusWillingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)*Knowledge/Skills*

  Strong computer skills and knowledge of Microsoft Office productsExceptional writing, interpersonal and client service skillsDetail orientated with superior organizational skills and ability to prioritize tasksTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentGoal oriented, self-motivated and results driven*Reports to:*

  Business Service ManagerMorgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

  It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

  Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

  Job: *Wealth Management

  Title: Client Service Associate**

  Location: Oregon-Medford

  Requisition ID: 3246054

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Master Data and Vendor Management Support Specialist
Master Data and Vendor Management Support Specialist Description: Education, Licenses, Cert Requirements Minimum 2 Year associate degree Required Experience, any deal breakers Minimum 2 Years industr
Teachers at Green KinderCare
DescriptionFutures start here. Where first steps, new friendships, and confident learners are born. At KinderCare Learning Companies, the first and only early childhood education provider recognized
.NET PL/SQL Developer
Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced .NET PL-SQL Developer you will have the ability to share new ideas and col
Sr. Analyst, Pricing Support
Ideal candidate will be based in the greater Columbus area and able to come into the Dublin, OH office. Also open to remote candidates in the Eastern time zone! What Customer Pricing Support contribu
Process Delivery Specialist
Introduction At IBM, work is more than a job - it's a calling: To build. To design. To code. To consult. To think along with clients and sell. To make markets. To invent. To collaborate. Not just to
CBA Maintenance Control Coordinator- T45 Kingsville, TX
Description Essential Duties and Accountabilities: Performs the duties and responsibilities of Maintenance Control Clerk and Aircraft Issuer/ Dispatcher classification. Establishes and maintains a ma
Customer Service Associate
Job Description: Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient chec
Procurement Manager- Collaborative Manufacturing (CM)
Unilever is currently hiring for: Procurement Manager- Collaborative Manufacturing (CM) Function : Supply Chain- Procurement Work Level: 2B Reports to: Head of Procurement Africa Scope: Southern Afri
Cloud Native Developer- Center Based (Hybrid)
AWS Cloud Native Specialist Are you an experienced, passionate pioneer in technology? A cloud solutions builder who wants to work in a collaborative environment. As an experienced AWS Cloud Native Sp
Technology Recruiter
Welcome to Vaco – an uncommon company with an empowered culture. At Vaco, we welcome talented innovators seeking a collaborative environment where creative freedom rings. Since 2002, we have expanded
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved