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Client service associate
Morgan Stanley South Jordan, UT
$58k-76k (estimate)
Full Time | Securities 3 Weeks Ago
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Morgan Stanley is Hiring a Client service associate Near South Jordan, UT

Equity Client Service Group - Associate

Job Number : 3245430

3245430

Posting Date

Jun 5, 2024

Primary Location

Americas-United States of America-Utah-South JordanEducation Level : Bachelor's Degree

OtherEmployment Type : Full TimeJob Level : Associate

Description

We’re seeking someone to join our team as an Equity Client Service Group Associate tomanage a selection of client accounts dealing with Global Equity based products.

This is an Associate level position within the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships, driving strategic automation solutions by embracing a transformation mindset and challenging the status quo.

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on

What you’ll do in the role :

  • Help identify risk and impact to relevant coverage area to prioritize areas of focus
  • Execute and lead aspects of assurance activities (e.g., audits, continuous monitoring, closure verification) to assess risk and formulate a view on the control environment
  • Facilitate conversations with stakeholders on risks, their impact and how well they are managed in a clear, timely and structured manner
  • Assist in managing multiple deliverables in line with team priorities
  • Solicit and provide feedback and participate in formal and on-the-job training to further develop self and peers
  • The team work to make sure the trades are booked promptly and confirmations are accurate.
  • As the first point of contact for the client and sales desk it is important that we build good relationships and provide an excellent level of client service.
  • The team acts as the escalation and control group, dealing with any complex, risk and ad-hoc issues regarding settlement of trades. #LI-JO1

Qualifications

What you’ll bring to the role :

  • At least 4 years’ relevant experience would generally be expected to find the skills required for this role
  • Understanding of business line and key regulations relevant to coverage area
  • Strong understanding of audit principles, methodology, tools, and processes (e.g., risk assessments, planning, testing, reporting and continuous monitoring)
  • Ability to identify and analyze multiple data sources to inform point of view
  • Ability to ask meaningful questions, understand various viewpoints and adapt messaging accordingly
  • A commitment to practicing inclusive behaviors
  • Superior aptitude to understand, utilize, and improve technology platforms
  • Strong interpersonal, organizational, leadership, and communication skills
  • Proven ability to work efficiently and accurately under pressure in a fast paced multi tasking environment

Role is Hybrid and will require in office attendance 3 days / week.

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years.

At our foundation are five core values putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back that guide our more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration.

Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world.

Learn more about how we put this commitment to action : morganstanley.com / diversity

We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.

Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools.

We want to be the first choice for prospective employees.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet). #LI-JO1

Last updated : 2024-06-06

Job Summary

JOB TYPE

Full Time

INDUSTRY

Securities

SALARY

$58k-76k (estimate)

POST DATE

05/23/2024

EXPIRATION DATE

09/05/2024

WEBSITE

morganstanley.com

HEADQUARTERS

MANHATTAN, NY

SIZE

>50,000

FOUNDED

1924

CEO

RICHARD B FISHER

REVENUE

>$50B

INDUSTRY

Securities

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The job skills required for Client service associate include Client Service, Customer Service, Microsoft Office, Products and Services, Integrity, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client service associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client service associate. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client service associate positions, which can be used as a reference in future career path planning. As a Client service associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client service associate. You can explore the career advancement for a Client service associate below and select your interested title to get hiring information.

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If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Service Associate job description and responsibilities

Maintain an updated knowledge of the organization's products, services, and customer service policies.

01/13/2022: Albany, GA

Provided daily financial transaction services for clients while delivering excellent customer care.

03/06/2022: San Bernardino, CA

Understand Clients' business to predict their needs and provide appropriate solutions.

03/05/2022: Oakland, CA

Processes and follows up on client documentation for proper maintenance of accounts.

01/23/2022: Temple, TX

Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.

12/25/2021: Modesto, CA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Service Associate jobs

Client Service Associates may also handle client complaints and provide resolutions.

02/27/2022: Providence, RI

Develop an ability to communicate effectively with clients, managers and other associates.

02/06/2022: Peoria, IL

May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.

01/31/2022: Oakland, CA

Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.

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Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.

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Step 3: View the best colleges and universities for Client Service Associate.

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