Home
/
Comprehensive
/
Client Service Associate*
Client Service Associate*-March 2024
Palm Harbor
Mar 18, 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 StanleyEOE committed to diversifying its workforce.M/F/D/V.

  Job: *Wealth Management

  Title: Client Service Associate**

  Location: Florida-Palm Harbor

  Requisition ID: 3246000

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
Senior Agile Software Engineer - Backend API, JavaScript
If you are a Software Engineering professional with experience in cloud native development for the IoT space looking for an opportunity to grow, Copeland has an exciting opportunity for you! Based re
Private Duty Nurse RN
Private Duty Nurse RN Job Ref: 193241 Location: Beaver, PA 15009 Category: Nursing Line of Business: PDS Pay Rate: $24.00 - $30.00 per hour ApplyRefer a FriendBack Find yourself here.Aveanna is compa
In-Home Caregiver / HHA - Weekly Pay
SummaryWe are hiring Caregivers to work one-on-one with our in-home patients in the West Union, OH area.Loyalty Bonus AvailableOne Patient at a TimeEarn PTO while working 32+ HoursWeekly Pay & Fl
Team Member
Team Member We’re glad you’re here. Think about it – you and us? Sounds like it could be a match made in the meat heavens. If you’re here for: Discounted Curly Fries (and all our menu items for that
Customer Service Representative
The Customer Service Associate will assist our walk-in customers directly, coordinate closely with our outside sales force, drivers and warehouse personnel to meet our customers’ needs in a timely an
Cashier- Burger King
Cashier Our Cashiers are the face of our business. They ensure that our Guests have a great experience by attending to Guests' needs, answering any questions they might have regarding our products an
Physical Therapist
NeuroRestorative, a member of the Sevita family, provides rehabilitation services for people of all ages with brain, spinal cord and medically complex injuries, illnesses and other challenges. In a v
Business Control Manager - City National Trust & Estates & RBC Delaware Trust
BUSINESS CONTROL MANAGER - CITY NATIONAL TRUST & ESTATES & RBC DELAWARE TRUST WHAT IS THE OPPORTUNITY? This position is responsible for the development and recommendations of risk metrics for
MAC Cosmetics - Stock Person - Selfridges - 15 Hours
MAC Cosmetics - Stock Person - Selfridges - 15 Hours Brand: MAC Description Stock Room Assistant M·A·C is the world’s leading professional MAKEUP AUTHORITY because of our unrivaled expertise in makeu
Team Member
Team Member We’re glad you’re here. Think about it – you and us? Sounds like it could be a match made in the meat heavens. If you’re here for: Discounted Curly Fries (and all our menu items for that
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved