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

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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

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