Apply on Employer Site

E*TRADE from Morgan Stanley · 1 day ago

Registered Client Service Associate - Gilbert, AZ

Gilbert AZ 400 Call Ctr

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. They are seeking a Registered Client Service Associate to provide industry leading service to clients, enhance their experience, and support them on their financial journey.

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, resolving client inquiries, and making sure key client information and documentation is up to date to ultimately help clients grow and flourish

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

Engage with participants to introduce value add wealth and liquidity solutions where appropriate

Process and follow-up on service requests to ensure execution in a timely manner

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

Place unsolicited trades for participants and clients of the Firm

Other duties as assigned

Qualification

Securities Industry Essential (SIE)Series 7 licenseSeries 66 licenseClient service skillsInterpersonal skillsProblem-solvingCommunication skillsFast-paced environment