Client Experience Associate – Financial Services

PowerToFly; Baton Rouge (LA); On-site; USD 50,000 - 70,000; Full time

Job summary

Morgan Stanley in Baton Rouge, LA seeks a Client Service Associate to help shape the client experience and support Financial Advisors with daily business practices. You will maintain client accounts, process requests, and assist with banking products and secure digital offerings while upholding firm policies.

The role emphasizes building relationships, accurate documentation, and strong communication to ensure a high level of client service and efficiency within a fast-paced environment.

Qualifications

• Strong computer skills and knowledge of Microsoft Office products.
• Exceptional writing, interpersonal and client service skills.
• Detail orientated with superior organizational skills and ability to prioritize tasks.
• Team player with the ability to collaborate with others.
• Ability to work in a fast-paced, evolving environment.
• Goal oriented, self-motivated and results driven.

Responsibilities

• Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
• Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
• Confirm authorization and authenticate client when processing requests
• Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example
• Review and take appropriate action on client account alerts

Skills

MS Office

Written communication

Client service

Team player

Prioritize tasks

Fast-paced environment

Education

High School Diploma/Equivalency

College degree preferred

Industry experience a plus

Tools

Microsoft Office Suite

Job description

Morgan Stanley in Baton Rouge, LA seeks a Client Service Associate to help shape the client experience and support Financial Advisors with daily business practices. You will maintain client accounts, process requests, and assist with banking products and secure digital offerings while upholding firm policies.

The role emphasizes building relationships, accurate documentation, and strong communication to ensure a high level of client service and efficiency within a fast-paced environment.