- 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
- Must be fluent in Japanese
- Must be able to work an overnight shift schedule starting anywhere between 7:30pm - 4am EST Sunday-Thursday
- Relevant industry and customer service experience preferred
- Opportunity to launch your career and gain your Series 7 and Series 66 licenses
- 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
-
Client Service Associate
3 weeks 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 ...
-
Client Service Associate
2 weeks 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 ...
-
Customer Service Associate
1 week ago
Savers Thrifts Stores South Jordan, United StatesJob Title: Customer Service Associate · Who we are: · As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where sec ...
-
Client Service Associate
1 week 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 ...
-
Shane Co. Midvale, United StatesOverview: · As a Customer Service Associate, you can make the difference between an amazing experience and an ordinary one. We are looking for people-focused, communicative, and team-oriented individuals to join us in this role. No jewelry experience? No problem We will provide ...
-
Customer Service Associate
2 weeks ago
Savers | Value Village Midvale, United StatesJob Title: Customer Service Associate · Who we are: · As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where sec ...
-
Customer Service Associate
1 week ago
Savers Thrifts Stores Midvale, United StatesJob Title: Customer Service Associate · Who we are: · As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where sec ...
-
Customer Service Associate
1 week ago
Savers Thrifts Stores Draper, United StatesJob Title: Customer Service Associate · Who we are: · As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where sec ...
-
Customer Services Associate
3 weeks ago
VASA Fitness Draper UT, United StatesPOSITION DESCRIPTION · POSITION TITLE: Member Experience Specialist (MES) · COMPENSATION: Base rate of $11.40 per hour, plus $2 - $4 commission eligibility for memberships and personal training sales · JOIN OUR TEAM · At VASA Fitness, we want to create an uplifting experience for ...
-
Customer Service Associate
1 week ago
Savers | Value Village South Jordan, United States**Job Title: Customer Service Associate** · **Who we are:** · As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future w ...
-
Customer Services Associate
3 weeks ago
VASA Fitness West Jordan, UT, United StatesPOSITION DESCRIPTION · POSITION TITLE: Member Experience Specialist (MES) · REPORTS TO: Member Experience Lead · DIRECT REPORTS: N/A · FLSA STATUS: Non-Exempt, Hourly · COMPENSATION: Base rate is $11.40 per hour + Commission Opportunities · JOIN OUR TEAM · At VASA Fitness, we wan ...
-
Sales and Service Associate
2 weeks ago
24 Hour Fitness West Jordan, United StatesFULL-TIME · Part-time · LOCATION · th Avenue West Lynnwood WA 98036 · Who we are · At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming ...
-
Customer Service Associate
1 week ago
Savers Thrifts Stores Taylorsville, United StatesJob Title: Customer Service Associate · Who we are: · As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where sec ...
-
Customer Service Associate
1 week ago
Savers | Value Village Draper, United States**Job Title: Customer Service Associate** · **Who we are:** · As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future w ...
-
Food Service Associate
4 weeks 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 ...
-
Mountain America Credit Union West Jordan, United States Part timePlease reference the schedule and minimum qualifications listed below before applying. · If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at option 1 or e ...
-
Mountain America Credit Union West Jordan, United States Part timePlease reference the schedule and minimum qualifications listed below before applying.If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at option 1 or email ...
-
Customer Service Associate
2 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 ...
-
Sales & Customer Service Associate
1 week ago
Massage Envy West Jordan, United StatesOverview · Where Better Careers BeginMassage 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 clients ...
-
Sales & Customer Service Associate
4 weeks 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 ...
Client Service Associate - South Jordan, UT, United States - Morgan Stanley
Description
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 Associateto 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:
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.
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. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
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.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Client Service Associate professionals in South Jordan
-
Justin Smith
Strategic Marketing and Product Mangement leader.