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E*TRADE from Morgan Stanley · 8 hours ago

Senior Client Service Associate

Middleton, Wisconsin, United States of America

Full-time

Onsite

Senior Level

E*TRADE from Morgan Stanley is a financial services company that provides investment and trading services. The Senior Client Service Associate is responsible for supporting financial advisors and their teams in enhancing client relationships and executing transactions, while also handling administrative support tasks.

BankingFinanceFinancial Services

Responsibilities

Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships

Executing money movement transactions at the request of the client and/or FA/PWA

Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)

Enter profile information or pre-fill account documentation on client accounts and/or documents in an administrative capacity at the direction of the client and/or FA/PWA

Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)

Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance)

Assist FAs / PWAs/ teams in delivering against their business plan and client service model

Remaining current on all policies, procedures and new platforms

Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)

Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)

Maintaining travel itineraries, preparing expense reports and managing the reimbursement process

Assisting with general in-office support functions such as copying, filing and scanning documentation

Preparing and submitting expense reports for processing at the direction of the FA/PWA

Qualification

Client relationship managementDigital tools educationCalendar managementExpense report preparationAdministrative supportCommunication skills

Required

Provide service coverage for a FA/PWA/team including supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships

Executing money movement transactions at the request of the client and/or FA/PWA

Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)

Enter profile information or pre-fill account documentation on client accounts and/or documents in an administrative capacity at the direction of the client and/or FA/PWA

Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)

Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)