Apply on Employer Site

E*TRADE from Morgan Stanley · 1 month ago

Client Service Associate (Alpharetta, GA)

Alpharetta GA 3

Full-time

Onsite

New Grad, Entry Level

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Client Service Associate will provide exceptional client service and guidance, support both new and existing clients and Financial Advisor teams, and enhance the overall client experience.

BankingFinanceFinancial Services

Responsibilities

Manage daily volume of inbound calls and emails from participants, providing world-class customer service to both internal and external clients in all interactions

Strengthen and enhance existing client relationships through the processing of client requests, timely resolving of client inquiries, and making sure key client information and documentation is up to date

Conduct 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’ needs

Identify opportunities to deepen existing relationships through a referral-based model; balance efficient issue resolution with discovery conversations to identify opportunities for deepening client relationships

Onboard new client accounts by collecting and inputting required documentation and client information

Apply Firm verification policies and procedures for all clients to avoid identity theft and fraudulent activity

Recognize and mitigate risk, ensure a deep understanding of and adherence to all policies and procedures; uphold requirements of the Quality Assurance guidelines

Other duties as assigned

Qualification

Series 7 licenseSeries 66 licenseCustomer service experienceFinancial services knowledgeComputer skillsMicrosoft OfficeInterpersonal skillsProblem-solving skillsCommunication skills