Client Service Associate*

Keane & Beane, P.C.; City of Oneonta (NY); On-site; USD 35,000 - 85,000; Full time

Job summary

A leading company seeks a Client Service Associate to enhance client relationships and support Financial Advisors. This role requires strong communication skills, attention to detail, and a willingness to engage in professional development and training programs.

Qualifications

• Industry experience is a plus.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65.
• Strong computer skills and exceptional writing skills.

Responsibilities

• Cultivate and enhance client relationships through active communication.
• Onboard and maintain client accounts, process transactions.
• Support marketing strategies and perform administrative duties.

Skills

Client service skills

Organizational skills

Team collaboration

Interpersonal skills

Detail orientation

Education

High School Diploma/Equivalency

College degree

Tools

Microsoft Office

Job description

POSITION SUMMARY

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

• 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

OTHER

• 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
• Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
• 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
• Proactively participate in firm initiatives directed by local management
• Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

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

Knowledge/Skills

• 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

Reports to:

• Business Service Manager

Expected base pay rates for the role will be between $35,000 and $85,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

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