Derivatives Trade Support & Client Relations Specialist

711 MS Smith Barney, LLC; Chicago (IL); Vor Ort; USD 58.000 - 115.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

401(k)

Paid Time Off

10 paid holidays

Zusammenfassung

Morgan Stanley in Chicago, IL seeks a client services professional with strong communication and problem-solving skills to support brokerage clients by phone and internal partners, handling complex orders, margin inquiries, and risk concerns.

You will analyze client positions, provide timely updates on expiring positions, and coordinate with Advisors on referrals, while staying current with industry regulations and Morgan Stanley policies relevant to client scenarios.

Qualifikationen

• Registrations and certifications required for securities trading and brokerage.
• Minimum 2 years of customer-facing brokerage experience with derivatives exposure.
• Solid understanding of margin treatment and risk management.

Aufgaben

• Provide timely, accurate answers via phone to clients and internal partners.
• Assist clients with complex order execution, margin treatment, and risk inquiries.
• Analyze client positions and communicate updates on expiring positions and margin calls.
• Support clients with corporate actions and dividends related inquiries.
• Explain Morgan Stanley policies and industry regulations to various client scenarios.
• Manage daily inbound calls and Teams channel inquiries.
• Refer clients to a Morgan Stanley Advisor when appropriate.

Kenntnisse

Customer service

Problem solving

Phone support

Communication

Ausbildung

SIE

Series 7

Series 63

Mass Registration

Trader Certification

Jobbeschreibung

Morgan Stanley in Chicago, IL seeks a client services professional with strong communication and problem-solving skills to support brokerage clients by phone and internal partners, handling complex orders, margin inquiries, and risk concerns.

You will analyze client positions, provide timely updates on expiring positions, and coordinate with Advisors on referrals, while staying current with industry regulations and Morgan Stanley policies relevant to client scenarios.