Client Service Associate
| Company | Morgan Stanley |
|---|---|
| Location | Alpharetta, GA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- High School Diploma/Equivalency, Bachelor’s degree preferred
- Relevant industry and customer service experience preferred
- Must be able to work an 8-hour shift schedule between 6 am to 8 pm (EST) Monday-Friday
- Ability to handle a high volume of requests in a fast-paced environment
- Exceptional interpersonal and client service skills
- Strong computer skills and knowledge of Microsoft Office products
Responsibilities
- Manage daily volume of inbound calls and emails from participants, providing world-class customer service to both internal and external clients in all interactions
- Strengthen and enhance existing client relationships through the processing of client requests, timely resolving of client inquiries, and making sure key client information and documentation is up to date
- Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs
- Identify opportunities to deepen existing relationships through a referral-based model; balance efficient issue resolution with discovery conversations to identify opportunities for deepening client relationships
- Onboard new client accounts by collecting and inputting required documentation and client information
- Apply Firm verification policies and procedures for all clients to avoid identity theft and fraudulent activity
- Recognize and mitigate risk, ensure a deep understanding of and adherence to all policies and procedures; uphold requirements of the Quality Assurance guidelines
- Other duties as assigned
Preferred Qualifications
- Opportunity to launch your career and gain your Series 7 and Series 66 licenses