What are the responsibilities and job description for the Civil Litigation Associate Attorney position at Jobbot!?
Americas-United States of America-California-Long BeachEmployment Type : Full TimeJob Level : Non-ExemptPOSITION SUMMARY : Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client-first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.DUTIES and RESPONSIBILITIES : CLIENT SUPPORT Supporting the FA / PWA / team in cultivating and enhancing new and existing client relationshipsExecuting money movement transactions at the request of the client and / or FA / PWA / teamAnswering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)Entering profile information or pre-filling account documentation on client accounts and / or documents in a clerical capacity at the direction of the client and / or FA / PWA / teamEducating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)Onboarding and maintaining client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and / or FA / PWA / teamProviding existing clients with details around their account information (e.g., investment objectives, risk tolerance)Accepting or entering unsolicited orders and / or entering solicited orders in a clerical capacity at the direction of the FA / PWA / teamSupporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance)Assisting FAs / PWAs / teams in delivering against their business plan and client service modelRemaining current on all policies, procedures, and new platformsParticipating in firm initiatives (e.g., training or education programs), special projects and / or other duties directed by local managementADMINISTRATIVE SUPPORT Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)Maintaining travel itineraries, preparing expense reports and managing the reimbursement processAssisting with general in-office support functions such as copying, filing and scanning documentationPreparing and submitting expense reports for processing at the direction of the FA / PWAQualificationsEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS : Education and / or Experience High School Diploma / EquivalencyActive Series 7 (GS), and Series 66 (AG / RA) or Series 63 (AG) and Series 65 (RA)Two or more years of industry experience preferredKnowledge / Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accountsDetail-oriented with superior organizational skills and ability to prioritizeAdvanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)Exceptional writing, interpersonal and client service skillsTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentAdaptable and ability to multitaskGoal-oriented, self-motivated and results-drivenReports To : Business Service OfficerExpected base pay rates for the role will be between $33,280 - $85,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).#J-18808-Ljbffr
Salary : $33,280 - $85,000
