Wealth Management Account Service Associate
Job Number:
3164898
POSTING DATE: Jan 28, 2021
PRIMARY LOCATION: Americas-United States of America-Florida-Temple Terrace
EDUCATION LEVEL: Bachelor’s Degree
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Associate
DESCRIPTION
Job Description:
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is essential to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a best-in-class foundation for building a professional career – a place for people to learn, to achieve, contribute and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Department Overview:
The Mass Affluent Business within Morgan Stanley provides a consultative wealth management service to our clients remotely, through a client advisory center. Employees within this business include Remote Financial Advisors, Client Service Associates, Account Service Associates and Risk Officers.
Position Summary:
As a Wealth Management Account Service Associate, you will work closely with all teams across the business including Wealth Management Operations to provide operational client support in a virtual branch environment. The Wealth Management Account Service Associate utilizes multiple applications, including a workflow platform, to process paperwork and other transactional requests. Associates may also support inbound phone inquiries as necessary and work with their manager to develop client facing service skills though outbound call campaigns.
Account Services Associates may also work on consultative projects and/or remediation efforts as outlined by the business.
QUALIFICATIONS
Role Responsibilities:
Process and follow-up on phone team support and client service requests to ensure execution 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
Ability to handle a high volume of requests in a fast-paced environment
Effectively navigate firm systems for any workflow processing and client requests
Provide world-class customer service to both internal and external clients in all interactions, striving to exceed client expectations
Apply Firm verification policies and procedures for all clients to avoid identity theft and fraudulent activity
Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to all activity to ensure risk mitigation
Risk recognition and mitigation, including ensuring a deep understanding of and adherence to all policies and procedures. Uphold requirements of the Quality Assurance guidelines.
Other duties as assigned
College degree or equivalent experience
1-3 years industry experience preferred
Excellent written and strong communication skills
Excellent interpersonal and client service skills
Strong organizational skills, attention to detail and proactive follow-up
Strong computer skills
Self-starter with excellent work ethic
Ability to work in a dynamic and high activity work environment
Basic clerical and administrative skills
To apply for this job please visit www.morganstanley.com.
