Client Service Associate (WSG MS) - South Jordan, UT at Morgan Stanley (Salt Lake City, UT)

| Salt Lake City, UT
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Are you an experienced customer service professional, looking to jumpstart your career in the financial sector? Are you a team player, looking to work with, learn from and grow within a collaborative organization? The Morgan Stanley Virtual Client Solutions team is seeking a Client Service Associate in our Gilbert, AZ, Columbus, OH, Sandy, UT and South Jordan, UT officesto help provide exceptional client service and guidance, as well as serve as operational and sales support to both new and existing clients and Financial Advisor teams.

The Client Service Associate is responsible for understanding firm policies, procedures and digital tools in order to best support new and existing clients. You will work alongside Financial Advisors to provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide guidance to clients as they navigate their finances.

The ideal candidate enjoys connecting with people, and will be able to provide insights and assistance across the scope of Morgan Stanley's products and solutions in a professional and efficient manner - while also staying up to date on both company products and services, as well as broader trends in the industry. Our robust training program, paired with your passion for personal development and growth, will provide you the tools and knowledge you will need to be successful in this role.

Role 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


Required Qualifications:

  • High School Diploma/Equivalency
  • Ability to handle a high volume of requests in a fast-paced environment
  • Exceptional interpersonal and client service skills
  • A passion for understanding participants' financial needs in an objective manner and seamlessly deliver the full value of the firm
  • Strong computer skills and knowledge of Microsoft Office products

Preferred Qualifications:

  • Bachelor's degree preferred
  • Relevant industry and customer service experience preferred
  • SIE, Series 7 and/or 66 licensing highly preferred

Morgan Stanley maintains office locations that require full vaccination against Covid-19 and other locations which require employees to be fully vaccinated or regularly test negative. As a condition of employment, you will need to attest to your vaccination status, upload proof of vaccination within 3 days of your Start Date where applicable and otherwise comply with the requirements of your Morgan Stanley worksite. If you are not fully vaccinated and your office location requires vaccination, any offer of employment will be rescinded unless otherwise required by law.

About Morgan Stanley:

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 critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
More Information on Morgan Stanley
Morgan Stanley operates in the Financial Services industry. The company is located in Rochester, NY, New York, NY, Purchase, NY, Conshohocken, PA, Baltimore, MD, Richmond, VA, Westlake, OH, Beavercreek, OH, Tampa, FL, Kansas City, MO, Omaha, NE, New York, NY, San Francisco, CA and San Francisco, CA. Morgan Stanley was founded in 2022. It has 87899 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 256 open jobs at Morgan Stanley, click here.
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