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Lalande-de-Pomerol

    Senior Registered Client Service Associate - Miami, United States - Morgan Stanley

    Morgan Stanley
    Morgan Stanley Miami, United States

    2 weeks ago

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    Description
    POSITION SUMMARY:
    Senior Client Service Associates contribute to enhancing the client experience by providing top-notch care and engaging with clients effectively. They play a crucial role in promoting firm services and cultivating strong client relationships.
    DUTIES and RESPONSIBILITIES:
    CLIENT SUPPORT
    • Enhance client relationships through active communication, resolving inquiries, and guiding clients in utilizing firm services
    • Identify and recommend firm services that meet client needs, including digital solutions like Morgan Stanley Online
    • Authenticate client requests and ensure compliance with firm policies
    • Manage client accounts by collecting necessary information and processing transactions
    • Address client account alerts promptly
    OTHER
    • Collaborate with Financial Advisor(s) to develop business plans and enhance client service
    • Support marketing efforts by maintaining materials and organizing client events
    • Participate in training programs to stay updated on industry trends and firm policies
    • Handle administrative tasks to support daily business operations
    • Engage in firm initiatives and facilitate collaboration among team members
    Education and/or Experience
    • High School Diploma/GED
    • Preferred: College degree
    • Required licenses: Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
    • Minimum 5 years of industry experience
    • Strong computer skills and proficiency in Microsoft Office
    • Excellent communication and client service abilities
    • Detail-oriented with exceptional organizational skills
    • Team player with the capacity to work in a fast-paced environment
    • Self-motivated and results-driven
    • Reports To: Business Service Officer
    Morgan Stanley aims to foster a diverse workforce that embodies integrity and excellence. The firm is dedicated to providing equal employment opportunities without any form of discrimination. Morgan Stanley values inclusivity and seeks to attract top talent from all backgrounds.
    Morgan Stanley is committed to promoting diversity in its workforce (M/F/Disability/Vet).
    Job: Wealth Management
    Title: Senior Registered Client Service Associate
    Location: Florida-Miami
    Requisition ID: 3247399

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