11 Oct

Client Service Associate Jobs Vacancy in Morgan Stanley Newport Beach

Position
Client Service Associate
Company
Morgan Stanley
Location
Newport Beach CA
Opening
11 Oct, 2018 30+ days ago

Morgan Stanley Newport Beach urgently required following position for Client Service Associate. Please read this job advertisement carefully before apply. There are some qualifications, experience and skills requirement that the employers require. Does your career history fit these requirements? Ensure you understand the role you are applying for and that it is suited to your skills and qualifications.

Follow the online directions, complete all the necessary fields, and provide all relevant information so your application is submitted correctly. When you click the 'Apply this Job' button (open in new window) you will be taken to the online application form. Here you will be asked to provide personal and contact details, respond to employment-related questions, and show how you meet the key selection criteria.

Client Service Associate Jobs Vacancy in Morgan Stanley Newport Beach Jobs Details:

The Client Service Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. The Client Service Associate is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams, as well as, new and existing clients.

DUTIES and RESPONSIBILITIES:
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs
Onboard new client accounts, which includes the collection of required documentation and client information
Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
Proactively participate in firm initiatives directed by local management
Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness
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

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, 63 and 65 or Series 7 and 66
Knowledge/Skills

Strong computer skills and knowledge of Microsoft Office products
Exceptional interpersonal and client service skills
Detail orientated with superior organizational skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment

Reports To:
Complex Business Service Officer or Business Service Manager

Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V.


Jobs Vacancy Related to Client Service Associate:

26Nov

Client Service Associate Jobs Vacancy in Morgan Stanley Charleston. Morgan Stanley Charleston opening great career opportunity and jobs vacancy for Client Service Associate position. This jobs vacancy will be open for new jobs applicant starting for 26 Nov, 2018. The Client Service Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in... ... Continue reading -->


26Oct

Client Service Associate Jobs Vacancy in Morgan Stanley Houston. Morgan Stanley Houston opening great career opportunity and jobs vacancy for Client Service Associate position. This jobs vacancy will be open for new jobs applicant starting for 26 Oct, 2018. The Client Service Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in... ... Continue reading -->


29Nov

Client Services Associate Jobs Vacancy in Think Patients Exton. Think Patients Exton opening great career opportunity and jobs vacancy for Client Services Associate position. This jobs vacancy will be open for new jobs applicant starting for 29 Nov, 2018. We are in need of a highly-organized self-starter to serve as a Client Services Associate. You will also have primary responsibility over the ongoing internal... ... Continue reading -->


02Nov

Client Service Associate Jobs Vacancy in Morgan Stanley Lawrenceville. Morgan Stanley Lawrenceville opening great career opportunity and jobs vacancy for Client Service Associate position. This jobs vacancy will be open for new jobs applicant starting for 02 Nov, 2018. The Client Service Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in... ... Continue reading -->


02Nov

Client Service Associate Jobs Vacancy in Morgan Stanley Washington. Morgan Stanley Washington opening great career opportunity and jobs vacancy for Client Service Associate position. This jobs vacancy will be open for new jobs applicant starting for 02 Nov, 2018. The Client Service Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in... ... Continue reading -->