Bachelor's Degree
Submission for the position: Wealth Management Account Service Associate - (Job Number: 3161527)
https://ms.taleo.net/careersection/jobdetail.ftl?job=3161527&lang=en
Wealth Management Account Service Associate
Nov 30, 2020
Americas-United States of America-Florida-Temple Terrace
Wealth Management
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.
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
Location(s): Americas-United States of America-Florida-Temple Terrace