Client Experience Specialist - Financial Services

Morgan Stanley; City of Beacon (NY); Presencial; USD 35 000 - 90 000; Tempo integral

Resumo da oferta

Morgan Stanley in Beacon, NY seeks a Registered Client Service Associate to support client relationships and service delivery. You will help onboard clients, process requests, and coordinate with Financial Advisors to implement plans and actions.

You will serve as a conduit for firm services, maintain documentation, and ensure compliance with policies while delivering top-tier client service in a fast-paced environment.

Qualificações

• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.
• High School Diploma/Equivalency.
• College degree preferred.

Responsabilidades

• Cultivate and enhance client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current.
• Assist with Firm services and solutions including banking products 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, capturing and assessing risk, processing money movement transactions and handling estate needs as examples.
• Input orders at the direction of clients and/or Financial Advisor(s); discuss reinvestment options and corporate actions with clients.
• Prepare financial plans, client reports, and other materials for client meetings.
• Review and take appropriate action on client account alerts.

Conhecimentos

Interpersonal skills

Client service

Detail-oriented

Time management

Team player

Fast-paced

Goal oriented

Financial products

MS Office

Formação académica

Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Two or more years of industry experience

High School Diploma/Equivalency

College degree

Ferramentas

Microsoft Office

Descrição da oferta de emprego

Morgan Stanley in Beacon, NY seeks a Registered Client Service Associate to support client relationships and service delivery. You will help onboard clients, process requests, and coordinate with Financial Advisors to implement plans and actions.

You will serve as a conduit for firm services, maintain documentation, and ensure compliance with policies while delivering top-tier client service in a fast-paced environment.