Client Engagement Associate

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 16 Oct 18

Client Engagement Associate

POSITION SUMMARY:

The Client Engagement Associate will support the Regional Business Service Officer (RBSO) in developing and delivering training, metrics and communications focusing on cash management engagement and Wealth Management's digital strategy. In conjunction with the Complex Business Service Officer (CBSO), the Client Engagement Associate will be responsible for maintaining a strong Cash Management service culture.

Additionally, this individual will identify areas of improvement and efficiency amongst the various client service tools, particularly in the area of cash management. This role will also be the point of contact for the various digital platforms including, but not limited to LinkedIn, Twitter and Advisor Websites. The Client Engagement Associate will update the RBSO on significant matters and performance results. The role will report to the RBSO.

DUTIES and RESPONSIBILITIES:

• Assist RBSO with development and delivery of Regional client service related training programs
• Assist in driving firm-wide initiatives throughout the Region
• Partner with the Field Training Group to provide strategic and tactical training on Digital strategy with FAs / PWAs and their support teams
• Assist with digital marketing education and serve as a subject matter expert on Cash Management and digital related activities for CBSOs and Coaches
• Occasional travel to offices throughout the Region to promote client service and delivering the full firm resources
• Assist CBSOs with troubleshooting issues related to Cash Management activity and delivering the full firm
• Partner with Regional Cash Management Specialists and Regional Relationship Coordinator to educate/train the field and identify areas of opportunity within their Region
• Work with Complex Coaches to drive key communications and share best practices as it relates to Cash Management and Digital engagement

Qualifications:

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

  • Bachelor's degree required or equivalent education or experience
  • Previous industry experience preferred
Licenses and Registrations
  • Active Series 7 and 63, 65 (or 66) preferred or obtained within 12 months of entering the role
  • Other licenses as required for role or by management
Skills
  • Effective written and verbal communication skills
  • Self-motivated, ability to develop and drive projects
  • Ability to prioritize and resolve complex problems and escalate as necessary
  • Ability to identify issues and trends in order to anticipate change and provide recommended comprehensive solutions and remedies
  • Exceptional organizational and conflict resolution skills
  • Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex
  • Proficient in Microsoft Excel and PowerPoint
Reports To:

Regional Business Service Officer and a dotted line to the Field Services Director of Engagement

Morgan Stanley
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