Client Experience & Relationship Specialist

Morgan Stanley; Baton Rouge (LA); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley in Baton Rouge seeks a Client Service Associate to enhance client relationships and support the growth of the firm through attentive service and efficient processing of requests. You will onboard accounts, verify information, and coordinate with Financial Advisors while maintaining documentation and complying with firm policies.

Strong communication and Microsoft Office skills are required. Role emphasizes collaboration, scheduled training, and participation in firm initiatives

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 required documentation, processing money movement transactions as an example.
• Review and take appropriate action on client account alerts.
• Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model.
• Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars.
• Attend scheduled training calls and stay current on policies, procedures and new platforms.

Skills

Strong computer skills

Microsoft Office

Writing skills

Interpersonal skills

Client service

Detail oriented

Organizational skills

Team player

Fast-paced environment

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Industry experience a plus

Series 7 (GS) required or willingness

Series 66 (AG/RA) or Series 63 (AG)

Series 65 (RA)

Job description

Morgan Stanley in Baton Rouge seeks a Client Service Associate to enhance client relationships and support the growth of the firm through attentive service and efficient processing of requests. You will onboard accounts, verify information, and coordinate with Financial Advisors while maintaining documentation and complying with firm policies.

Strong communication and Microsoft Office skills are required. Role emphasizes collaboration, scheduled training, and participation in firm initiatives