Client Advisory Center - Service Associate

Company:
Morgan Stanley
(View company profile)
Location:
Tampa, FL
Job Type:
Full Time
Category:
Wealth Management
Yrs of Exp:
1 to 2 years
Posted:
12/11/2012

Job Description

Position Description

Work closely with CAC teams and internal departments to provide support through various systems and applications as well as process paperwork in a virtual branch environment. Work with clients to resolve issues encountered during service request processing. Work on projects and/or remediation efforts outlined by the company.

Responsibilities Include:
• Estate processing, including empathy when dealing with clients.
• Process & follow up on phone team support and client service requests to ensure completion in a timely manner.
• Set appropriate timeline expectations for requests and follow up within that time frame.
• Research and resolve problems with both internal and external clients accurately and in a timely manner.
• Ability to handle a high volume of requests in a fast paced environment.
• Use Morgan Stanley systems, Salesforce and possibly Smith Barney systems.
• Provide world class customer service to both internal and external clients in all interactions.
• Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity.
• Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation.
• Participate in projects and/or remediation efforts as needed including pilot programs.
• Work between Service and Document Control Groups as needed.
• Execute client orders for Margin and other purposes.
• Other duties as assigned.

Skills Required

• College preferred or equivalent experience
• 1-3 years industry experience preferred
• Basic clerical and administrative skill
• Effective written and verbal communication skills
• Excellent interpersonal and client service skills
• Organizational skills, attention to detail and excellent follow up skills
• Ability to research and resolve problems and service inquiries and escalate when appropriate
• Strong computer skills including Microsoft Suite.
• Basic knowledge of Morgan Stanley systems and procedures
• Be self-motivated and able to work in a strong team and high activity environment.

Skills Desired

• Series 7 preferred
• SalesForce experience a plus
APPLY NOW



Jobs Like This Near Tampa, FL


GO





Company and Hiring Information About...



Articles Related to Morgan Stanley

 


Click on the button below to go to the Morgan Stanley website and apply for Client Advisory Center - Service Associate.

GO TO EMPLOYER WEBSITE
  • Copyright ©2013 Dice Holdings, Inc. All rights reserved.
Log into FINS 
FINS Login
 
*Indicates required field
 
User Name*
Password*
     Forgot Your Password?
Or log in using your Facebook account:
Connect with Facebook