Client Service Associate -P/T

711 MS Smith Barney, LLC; Houma (LA); On-site; USD 42,000 - 56,000; Full time

Job summary

Morgan Stanley in Houma, LA is seeking a Client Service Associate to enhance the client experience and support business growth. You will be involved in onboarding, account maintenance, and assisting Financial Advisors in delivering services to clients.

The role requires strong communication, writing, and organizational skills, with a willingness to learn about the firm’s policies and digital platforms like Morgan Stanley Online and Mobile.

Qualifications

• Strong writing, interpersonal and client service skills are essential.

Responsibilities

• Cultivate and enhance client relationships through active communication and handling inquiries.
• Onboard and maintain client accounts, collecting information and processing documentation.
• Support Financial Advisors by developing a client service model and helping execute business plans.
• Assist with firm marketing by updating digital materials and planning client events.
• Coordinate administrative duties such as travel arrangements, meetings, and calendar management.

Skills

Client service

Communication

Detail oriented

Team player

Fast-paced environment

Goal oriented

Willingness to obtain licenses

Education

High School Diploma/Equivalency College degree preferred

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
  
  
  
  


• 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

• 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)


• 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 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.

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.