Client Service Associate

PowerToFly; Dallas (TX); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Career development opportunities

Diversity and inclusion initiatives

Job summary

A leading financial services firm based in Dallas is seeking a Client Support Specialist to enhance client relationships and provide support for banking products and services. The ideal candidate will have a strong background in customer service with exceptional communication skills. You will partner with Financial Advisors and engage in training programs. A High School Diploma is required, while a college degree is preferred. This role offers an opportunity to work in a fast-paced environment with substantial career development benefits.

Qualifications

• Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Industry experience is a plus.

Responsibilities

• Cultivate and enhance client relationships through active communication.
• Identify and assist clients with banking products and services.
• Onboard and maintain client accounts.
• Perform administrative duties supporting Financial Advisors.
• Participate in firm initiatives directed by local management.

Skills

Strong computer skills and knowledge of Microsoft Office products

Exceptional writing skills

Interpersonal and client service skills

Detail oriented

Organizational skills

Ability to prioritize tasks

Team player

Ability to work in a fast-paced environment

Goal oriented

Self-motivated

Education

High School Diploma/Equivalency

College degree preferred

Job description

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

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'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).