Client Service Associate

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 ac...