Job description
Client Service Associate - Columbus, OH
Job Number:
3219625
POSTING DATE: Sep 9, 2022
PRIMARY LOCATION: Americas-United States of America-Ohio-Columbus
EDUCATION LEVEL: Refer to Position Description
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Associate
DESCRIPTION
Summary:
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 Columbus, OH 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.
The Client Service Associate is responsible for understanding firm policies, procedures and digital tools in order 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.
Role 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, 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
QUALIFICATIONS
Required Qualifications:
High School Diploma/Equivalency
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
Preferred Qualifications:
Bachelor’s degree preferred
Relevant industry and customer service experience preferred
SIE, Series 7 and/or 66 licensing highly preferred
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. 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.
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.
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