Wealth Management Account Associate Wealth Management Account Associate …

Morgan Stanley
in Temple Terrace, FL, United States
Permanent, Full time
Be the first to apply
Competitive
Morgan Stanley
in Temple Terrace, FL, United States
Permanent, Full time
Be the first to apply
Competitive
Wealth Management Account Associate
Wealth Management Account Service Associate

Job Description:

Morgan Stanley is a leadingglobal financial services firm providing a wide range of investment banking,securities, investment management and wealth management services. The Firm's employeesserve clients worldwide including corporations, governments and individualsfrom more than 1,200 offices in 43 countries.
 
As a market leader, the talent and passion of our people is essential to oursuccess. Together, we share a common set of values rooted in integrity,excellence and strong team ethic. Morgan Stanley can provide a best-in-classfoundation for building a professional career - a place for people to learn, toachieve, contribute and grow. A philosophy that balances personal lifestyles,perspectives and needs is an important part of our culture.
 
Department Overview:
 
The Mass Affluent Business within Morgan Stanley provides a consultative wealthmanagement service to our clients remotely, through a client advisory center.Employees within this business include Remote Financial Advisors, ClientService Associates, Account Service Associates and Risk Officers.
 
Position Summary:
 
As a Wealth Management Account Service Associate, you will work closely withall teams across the business including Wealth Management Operations to provideoperational client support in a virtual branch environment. The WealthManagement Account Service Associate utilizes multiple applications, includinga workflow platform, to process paperwork and other transactional requests.Associates may also support inbound phone inquiries as necessary and work withtheir manager to develop client facing service skills though outbound callcampaigns.

Account Services Associates mayalso work on consultative projects and/or remediation efforts as outlined bythe business.

Role Responsibilities:
 
Process and follow-up on phone team support and client service requests toensure execution in a timely manner
Set appropriate timeline expectations for requests and follow-up within thattime frame
Research and resolve problems with both internal and external clientsaccurately
Ability to handle a high volume of requests in a fast-paced environment
Effectively navigate firm systems for any workflow processing and clientrequests
Provide world-class customer service to both internal and external clients inall interactions, striving to exceed client expectations
Apply Firm verification policies and procedures for all clients to avoididentity theft and fraudulent activity
Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to allactivity to ensure risk mitigation
Risk recognition and mitigation, including ensuring a deep understanding ofand adherence to all policies and procedures. Uphold requirements of theQuality Assurance guidelines.
Other duties as assigned

College degree or equivalentexperience
1-3 years industry experience preferred
Excellent written and strong communication skills
Excellent interpersonal and client service skills
Strong organizational skills, attention to detail and proactive follow-up
Strong computer skills
Self-starter with excellent work ethic
Ability to work in a dynamic and high activity work environment
Basic clerical and administrative skills



Primary Location: Americas-United States of America-Florida-Temple Terrace
Work Locations:
Job: Wealth Management
Organization: Morgan Stanley
Job Posting: Feb 3, 2021
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