Are you an experienced customer service professional, looking to jumpstart your career in the financial sector? Are you a team player, looking to work with, learn from and grow within a collaborative organization? The Morgan Stanley Virtual Client Solutions team is seeking a Client Service Associate to help provide exceptional client service and guidance, as well as serve as operational and sales support to both new and existing clients and Financial Advisor teams. The Client Service Associate is responsible for understanding firm policies, procedures, and digital tools to best support new and existing clients. You will work alongside Financial Advisors to provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide guidance to clients as they navigate their finances. The ideal candidate enjoys connecting with people and will be able to provide insights and assistance across the scope of Morgan Stanley’s products and solutions in a professional and efficient manner – while also staying up to date on both company products and services, as well as broader trends in the industry. Our robust training program, paired with your passion for personal development and growth, will provide you the tools and knowledge you will need to be successful in this role. Responsibilities include managing daily volume of inbound calls and emails from participants, providing world-class customer service to both internal and external clients, strengthening and enhancing existing client relationships, conducting outreach to maintain strong relationships, identifying opportunities to deepen existing relationships, onboarding new client accounts, applying firm verification policies to avoid identity theft and fraudulent activity, recognizing and mitigating risk, and other duties as assigned. Benefits include developing a robust understanding of the financial services industry, investing in your career with top tier learning and career development, opportunity to launch your career and gain your Series 7 and Series 66 licenses, competitive base salary and additional benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more, access to 401(k) with competitive firm matching, and access to the Morgan Stanley Employee Stock Purchase Program. Skills required include High School Diploma/Equivalency (Bachelor’s degree preferred), fluency in French and English, relevant industry and customer service experience preferred, ability to handle high volume of requests in a fast-paced environment, exceptional interpersonal and client service skills, passion for understanding participants’ financial needs, and strong computer skills including Microsoft Office products.
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