Client Relations Associate

474 MS Services Group, Inc.; Salt Lake City (UT); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Morgan Stanley in Salt Lake City is seeking a Client Relations Associate to research and respond to client complaints while ensuring regulatory compliance and internal guidelines. You will collaborate with field and operations staff, manage workload with initiative, and support client-facing phone coverage.

The role emphasizes strong communication, attention to detail, and the ability to work in a fast-paced environment.

Qualifications

• Excellent grammar and composition skills.
• Excellent written and oral communications skills.
• Preferred candidates will possess a Bachelor's degree in Finance, Economics, English/Communications or a related discipline; work experience considered in lieu of these degrees.
• Preferred candidates have knowledge and some level of expertise in the brokerage industry or banking operations.
• Strong initiative and drive.
• Proficiency in Microsoft Word and Outlook programs.
• Proven ability to work effectively with all levels of employees.
• Exceptional phone presentation skills.
• Able to perform efficiently in a fast-paced, changing environment while handling a wide variety of tasks.
• Strong organizational skills, attention to detail, and excellent follow-up skills.
• Ability to be self-motivated and succeed in a team atmosphere.

Responsibilities

• Research and respond to operational client complaints while ensuring regulatory compliance and internal guidelines.
• Collaborate with field staff, operations, and management to resolve complaint-related issues.
• Build strong working relationships with Client Relations Editors and learn departmental processes.
• Manage workload with initiative, self-motivation and accountability.
• Provide phone support on client-facing lines at least one day per week.
• Support settlement processing, privacy opt-out processing, and special projects as needed.
• Work in a hybrid role with in-office attendance 3 days per week.

Skills

Grammar skills

Written communications

Oral communications

Initiative

Self-motivation

Attention to detail

MS Word

Outlook

Phone presence

Client relations

Education

Bachelor's degree in Finance, Economics, English/Communications or related discipline

Work experience in lieu of degree

Tools

Microsoft Word

Outlook

Job description

Primary Responsibilities

The primary responsibility of a Client Relations Associate is to research and respond to operational client complaints while ensuring the Firm's compliance with regulatory requirements and internal complaint-handling guidelines. Analysts in this role must collaborate effectively with business partners, including field and operations staff and management, to resolve complaint-related issues. They are also responsible for building strong working relationships with Client Relations Editors while learning departmental processes and style guidelines. Strong organizational and time management skills are essential, as analysts must effectively manage their workload while demonstrating initiative, self-motivation, and accountability. This position also requires participation in the coverage of client-facing telephone lines, with analysts expected to provide phone support at least one day per week. Analysts must maintain a professional and client-focused approach while handling incoming calls and addressing inquiries. In addition, this position may support various operational functions within Client Relations, including settlement processing, privacy opt-out processing, and participation in special projects as needed. Role is Hybrid and requires in-office attendance 3 days per week.

Qualifications and Skills Required

Morgan Stanley Salt Lake has been rooted in the community since 1997 and supports the Firm’s global Wealth Management, Operations and Technology divisions.

With the recent acquisitions of E*TRADE and Solium, Morgan Stanley super-charged its Wealth Management and Corporate and Institutional Solutions businesses to deliver a first-class experience for investors, traders and institutional clients and participants.

Our talented teams have established strategic centers of excellence and earned multiple awards, including J.D. Power Customer Service Certification for more than 5 years.

We proudly give back to local nonprofit organizations in Salt Lake by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support.

Excellent grammar and composition skills

Excellent written and oral communications skills

Preferred candidates will possess a Bachelor's degree in Finance, Economics, English/Communications or a related discipline; work experience considered in lieu of these degrees

Preferred candidates have knowledge and some level of expertise in the brokerage industry or banking operations

Strong initiative and drive

Proficiency in Microsoft Word and Outlook programs

Proven ability to work effectively with all levels of employees

Exceptional phone presentation skills

Able to perform efficiently in a fast-paced, changing environment while handling a wide variety of tasks

Strong organizational skills, attention to detail, and excellent follow-up skills

Ability to be self-motivated and succeed in a team atmosphere.

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years.

At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration.

Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world.

Learn more about how we put this commitment to action: morganstanley.com/diversity

We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.

Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools.

We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.

Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences.

We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.

Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values.

Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world.

In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.