Check with seller Client Service Associate* Denver

Job Number: 3194029
POSTING DATE: Dec 1, 2021
PRIMARY LOCATION: Americas-United States of America-Colorado-Greenwood Village
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Non-Exempt

DESCRIPTION

POSITION SUMMARY:
The Client Service Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. The Client Service Associate is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams, as well as, new and existing clients.

DUTIES and RESPONSIBILITIES:
Maintain existing client relationships through the processing of client requests, resolving 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
Onboard new client accounts, which includes the collection of required documentation and client information
Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
Proactively participate in firm initiatives directed by local management
Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance

Salary range for the position: $43,000 - $60,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

QUALIFICATIONS

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Willingness to obtain Series 7, 63 and 65 or Series 7 and 66

Knowledge/Skills
Strong computer skills and knowledge of Microsoft Office products
Exceptional interpersonal and client service skills
Detail orientated with superior organizational skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment

Reports To:
Complex Business Service Officer or Business Service Manager

Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V.

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