Financial Client Experience Specialist

Morgan Stanley; City of Syracuse (NY); Presencial; USD 22 000 - 56 000; Tempo integral

Resumo da oferta

Morgan Stanley is seeking a Registered Client Service Associate in New York to support financial advisors and clients with account administration, processing requests, and access to digital tools.

The role emphasizes accuracy, compliance with firm policies, and proactive client service, including onboarding, documenting, and coordinating meetings while supporting marketing and training initiatives.

Qualificações

• Active Series 7 and Series 66 or Series 63/65 required.
• Two or more years of industry experience preferred.
• High School Diploma/Equivalency.

Responsabilidades

• Cultivate and enhance client relationships through active communication and processing requests.
• Identify and assist with Firm services and digital offerings like Morgan Stanley Online and Mobile.
• Confirm authorization and authenticate clients when processing requests.
• Onboard and maintain client accounts including documentation, risk assessment, and money movement.

Conhecimentos

Client service

Written communication

Interpersonal skills

Organizational skills

Microsoft Office

Team collaboration

Financial products knowledge

Fast-paced environment

Self-motivation

Problem solving

Formação académica

Active Series 7

Series 66 or 63/65

High School Diploma/Equivalency

Ferramentas

Microsoft Office

Descrição da oferta de emprego

Morgan Stanley is seeking a Registered Client Service Associate in New York to support financial advisors and clients with account administration, processing requests, and access to digital tools.

The role emphasizes accuracy, compliance with firm policies, and proactive client service, including onboarding, documenting, and coordinating meetings while supporting marketing and training initiatives.