What are the responsibilities and job description for the Financial Services Coordinator position at Morgan Stanley?
Job Description
As a Registered Client Service Associate, you will provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Your responsibilities will include:
As a Registered Client Service Associate, you will provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Your responsibilities will include:
- Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
- Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances
- Educating or enrolling clients in digital tools
- Providing existing clients with details around their account information
- Accepting or entering unsolicited orders and/or entering solicited orders
- Supporting the FAs / PWAs / teams' marketing strategy
- Assisting FAs / PWAs/ teams in delivering against their business plan and client service model
- Remaining current on all policies, procedures, and new platforms
