What are the responsibilities and job description for the Financial Operations Associate position at Morgan Stanley?
Job Overview
We are seeking a skilled Client Service Associate to join our team at Morgan Stanley. This role offers an excellent opportunity for a motivated and organized individual to work in a fast-paced environment and contribute to the success of our business.
About the Role
The ideal candidate will have strong communication and interpersonal skills, with the ability to build trusted relationships with clients. You will be responsible for delivering top-notch client service, executing money movement transactions, and assisting with administrative tasks such as calendar management and expense reports.
Key Responsibilities
Administrative Support
Requirements
We are seeking a skilled Client Service Associate to join our team at Morgan Stanley. This role offers an excellent opportunity for a motivated and organized individual to work in a fast-paced environment and contribute to the success of our business.
About the Role
The ideal candidate will have strong communication and interpersonal skills, with the ability to build trusted relationships with clients. You will be responsible for delivering top-notch client service, executing money movement transactions, and assisting with administrative tasks such as calendar management and expense reports.
Key Responsibilities
- Support Financial Advisors/teams in cultivating and enhancing new and existing client relationships.
- Execute money movement transactions at the request of clients and/or Financial Advisors.
- Respond to client inquiries regarding account information, including stock positions and account balances.
- Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of clients and/or Financial Advisors.
- Educate or enroll clients in digital tools, such as MSOnline, eSign, and eAuthorization.
- Contribute to the FAs/PWAs/Team's marketing strategy (e.g., website maintenance).
- Assist Financial Advisors/teams in delivering against their business plan and client service model.
- Stay up-to-date on all policies, procedures, and new platforms.
- PARTICIPATE IN FIRM INITIATIVES, SPECIAL PROJECTS, AND OTHER DUTIES DIRECTED BY LOCAL MANAGEMENT.
Administrative Support
- Answer inbound phone calls or make outbound calls, scheduling follow-up calls with Financial Advisors/teams as needed.
- Coordinate meeting arrangements, preparing agendas and sending calendar invitations with Zoom credentials.
- Maintain accurate records of travel itineraries, prepare expense reports, and oversee reimbursement processes.
- Support with general office operations, including copying, filing, and scanning documentation.
- Submit expense reports for processing at the direction of Financial Advisors.
Requirements
- A high school diploma or equivalency is required; a college degree is preferred.
- Industry experience is advantageous, but not mandatory.
- Demonstrated ability to communicate effectively and work collaboratively with others.
- Adaptability and flexibility in a dynamic environment.
- Technical proficiency in Microsoft Office, especially Word, Excel, Outlook, and PowerPoint.
