- Be an effective communicator: Adapt communication styles to adhere to a diverse array of people and situations and drive opportunities
- Be an innovative thinker: Develop and share new ideas to attract and retain clients and contribute to the future growth of the business
- Be a problem solver: Demonstrate empathy and help clients resolve issues when answering inbound phone calls and servicing client accounts, to create an exceptional client experience in a fast-paced environment
- Be eager to learn: Continuously improve understanding of investments and financial markets, through trainings and on the job learning to address client investment needs
- Be your own advocate: Strive for excellence in your role and work with your manager to prepare for future career advancements that align with your goals as a professional
- 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
- Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions
- Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning
- Opportunity to launch your career and gain your Series 7 and Series 66 licenses
- Benefit from a competitive base salary and a wide range of additional benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more
- Access to 401(k) offering with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program
- High School Diploma/Equivalency, Bachelor's degree preferred
- Relevant industry and customer service experience preferred
- Opportunity to launch your career and gain your Series 7 and Series 66 licenses
- Must be able to work an 8-hour shift schedule between 6 am to 8 pm (EST) Monday-Friday
- ETrade group offers late shift from 3:30 pm to 12 am EST Monday-Friday
- Ability to handle a high volume of requests in a fast-paced environment
- Exceptional interpersonal and client service skills
- A passion for understanding participants' financial needs in an objective manner and seamlessly deliver the full value of the firm
- Strong computer skills and knowledge of Microsoft Office products
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Client Service Associate
16 hours ago
Morgan Stanley South Jordan, United StatesBusiness Overview: · Are you an experienced customer service professional, looking to jumpstart your career in the financial sector? Are you a team player, looking to work with, learn from and grow within a collaborative organization? The Morgan Stanley Virtual Client Solutions t ...
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Client Service Associate
2 weeks ago
HUB International Sandy City, United States· About HUB: · HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 offi ...
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Food Service Associate
5 days ago
Thomas Cuisine Draper, United States** Food Service Associate** · **Job Category****:** Food Service **Requisition Number****:** FOODS02426 Showing 1 location **Job Details** · **Description** · SHIFT: Full time and willing to work weekends · **SCHEDULE: Thursday- Sunday 12pm-7:30pm** · **Our Mission- Above al ...
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Sales & Customer Service Associate
5 days ago
Massage Envy West Jordan, United StatesOverview: · Where Better Careers Begin · Massage Envy - West Jordan · 6884 S. Redwood Road · West Jordan, UT 84084 · Do you have a passion for helping others? At the Massage Envy West Jordan franchise, we support and inspire you to be your best while we work together to help ...
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Entry Level Associate- Customer Service
1 day ago
AU Standard Midvale, United StatesWe are in search of a dedicated, enthusiastic, and results-oriented professional to join our team as a Community Outreach and Customer Service Associate. In this role, you will be instrumental in advancing community engagement and providing top-notch customer service, all while s ...
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TJX Companies West Jordan, United StatesAll 1,000 of our Marshalls stores embrace discovery, from designer luggage to statement shoes. Our assortment of brands is always changing, but our mission to provide the surprises that make the everyday a little more fun is unwavering. Just like wor Customer Service, Associate, ...
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Customer Service Associate
3 weeks ago
Hat Creek Burger Company West Lake Hills, United StatesJob Description · Job DescriptionWhy You'll Love This Customer Service Associate JobYou could be the newest team member in Hat Creek Burger Company's fun and fast-paced environment Joining our team as a Customer Service Associate is a great opportunity to serve your community thr ...
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Accounting Services Associate I
1 week ago
CONDUENT Sandy City, United States Full time· Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to pers ...
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Customer Service Associate, Electronics
1 week ago
Marshall Retail Group Salt Lake City, United States Full time/Part timeCalling all electronics fanatics and audiophiles in the retail world · Want to be part of a FANTASTIC , fast paced team? Do you love talking all about brands like Apple, BOSE, and Beats? Do have retail experience? WONDERFUL · We have a great job for you · We are now looking ...
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Associate, Client Services
3 weeks ago
Evolent Health Salt Lake City, United StatesYour Future Evolves Here · Evolent partners with health plans and providers to achieve better outcomes for people with most complex and costly health conditions. Working across specialties and primary care, we seek to connect the pieces of fragmented health care system and ensure ...
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Customer Service Associate
2 weeks ago
Frazil Salt Lake City, United StatesCustomer Service Associate · Department: Customer Service · Employment Type: Full Time · Location: Salt Lake City, Utah · Compensation: $ $21.00 / hour · Description · Calling all fellow slushie junkies, Frazil fans, and frozen beverage connoisseurs · Freezing Point is the ...
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Customer Service Associate
1 week ago
Frazil Salt Lake City, United StatesJob Description · Job DescriptionDescriptionCalling all fellow slushie junkies, Frazil fans, and frozen beverage connoisseurs Freezing Point is the fastest growing frozen beverage company in the US and the maker of Frazil, 100% Juice Frazil, and Café Tango If you are a quick-thi ...
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Customer Service Associate
2 weeks ago
Foundever Orem, United StatesSykes and Sitel are now Foundever · At Foundever, we deliver leading CX solutions to global industry clients, including customer service, technical support and warranty options. All our calls are inbound calls only - no cold calling. We invest in our people by providing paid trai ...
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Social pedagogue
2 weeks ago
Atlas Dynamics West Jordan, United StatesThe SOS Children's Village Association is a renowned aid organization and a non-profit provider of child and youth services with 38 facilities throughout the country and around 4,800 employees. · The SOS Children's Village Württemberg is a youth welfare association with diverse ...
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Client Account Service Associate
16 hours ago
Zions Bank Salt Lake City, United StatesZions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For ...
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Flexible Customer Service Associate
2 weeks ago
The Hertz Corporation Salt Lake City, United StatesDo you like to have different types of assignments and variety in your work? Do you like to be appreciated for your ability to provide helpful, quality service and getting things done the "right way?" You are concerned with accuracy and like to have the necessary training to beco ...
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Retail Customer Service Associate
5 days ago
Federal Express Corporation Salt Lake City, United StatesPOSITION SUMMARY: · The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions. This customer service focused team member is knowledgeable in al ...
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Lead Customer Service Associate
1 week ago
Expert Orem, United StatesExpert Services - Plumbing, Heating, Air & Electrical is currently hiring for a full-time Lead Customer Service Associate / Dispatcher to field phone calls and dispatch technicians to our clients' homes or businesses in the Orem, UT area. This position earns a competitive wage of ...
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Lead Customer Service Associate
2 weeks ago
Expert Services - Plumbing, Heating, Air & Electrical Orem, United StatesJob Description · Job DescriptionExpert Services - Plumbing, Heating, Air & Electrical is currently hiring for a full-time Lead Customer Service Associate / Dispatcher to field phone calls and dispatch technicians to our clients' homes or businesses in the Orem, UT area. This pos ...
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Expense Associate
1 week ago
Morgan Stanley South Jordan, United StatesExpense Associate Job Number: · Posting Date · :Jun 6, 2024 Primary Location · :Americas-United States of America-Utah-South JordanEducation Level:Bachelor's Degree Job · :Wealth ManagementEmployment Type:Full TimeJob Level:Associate Description Morgan Stanley is a lea ...
Client Service Associate - South Jordan, United States - Morgan Stanley
Description
Business Overview:
Are you an experienced customer service professional, looking to jumpstart your career in the financial sector? Are you a team player, looking to work with, learn from and grow within a collaborative organization? The Morgan Stanley Virtual Client Solutions team is seeking a Client Service Associate in our Sandy, UT location to help provide exceptional client service and guidance, as well as serve as operational and sales support to both new and existing clients and Financial Advisor teams.
Position Overview:
The Client Service Associate is responsible for understanding firm policies, procedures, and digital tools to best support new and existing clients.
You will work alongside Financial Advisors to provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide guidance to clients as they navigate their finances.
The ideal candidate enjoys connecting with people and will be able to provide insights and assistance across the scope of Morgan Stanley's products and solutions in a professional and efficient manner - while also staying up to date on both company products and services, as well as broader trends in the industry.
Our robust training program, paired with your passion for personal development and growth, will provide you the tools and knowledge you will need to be successful in this role.
How Morgan Stanley Client Services Professionals Make an Impact:A Typical Workday as a Client Service Associate:
Skills You Bring:
About Morgan Stanley:
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic.
Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow.
A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Morgan 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.
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.
Client Service Associate professionals in South Jordan
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Justin Smith
Strategic Marketing and Product Mangement leader.