OlympiaRecruiter
the smart solution for Olympia jobs

Client Service Associate

Company: Morgan Stanley
Location: Olympia
Posted on: December 5, 2018

Job Description:

POSITION SUMMARY: The Client Service Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. The Client Service Associate is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams, as well as, new and existing clients. DUTIES and RESPONSIBILITIES:* Maintain existing client relationships through the processing of client requests, resolving 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* Onboard new client accounts, which includes the collection of required documentation and client information* Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars* Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors* Proactively participate in firm initiatives directed by local management* Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness* Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience* High School Diploma/Equivalency* College degree preferred* Industry experience is a plus* Willingness to obtain Series 7, 63 and 65 or Series 7 and 66 Knowledge/Skills* Strong computer skills and knowledge of Microsoft Office products* Exceptional interpersonal and client service skills* Detail orientated with superior organizational skills* Team player with the ability to collaborate with others* Ability to work in a fast-paced, evolving environment Reports To:* Complex Business Service Officer or Business Service Manager Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V.

Keywords: Morgan Stanley, Olympia , Client Service Associate, Other , Olympia, Washington

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Aerospace Manufacturing
Description: We have a great opportunity for individuals looking to break into one of the Puget Sound's leading industries - aerospace These are full-time, temp-to-hire jobs where you will learn a ton and grow your (more...)
Company: TERRA Staffing Group
Location: Seattle
Posted on: 12/10/2018

Bindery Associate
Description: Looking to work in theprinting industry Great company thathas been in business for 40 years is looking for a production worker and
Company: TERRA Staffing Group
Location: Kent
Posted on: 12/10/2018

Security Officer (7850)
Description: Part time Security Officers needed U.S. Security Associates, the market leading and wholly owned American safety and security services provider, has Security Officer openings in your area Currently, (more...)
Company: U.S. Security Associates
Location: Redmond
Posted on: 12/10/2018


Quality Inspector - Night Shift
Description: A leading Ballard aerospace manufacturer has an immediate opening for a Quality Inspector on their night shift. This is a terrific full time, temp-to-hire opportunity to join an aerospace company that (more...)
Company: TERRA Staffing Group
Location: Seattle
Posted on: 12/10/2018

Virtual Recruiter - Work From Home
Description: At Mommy Jobs Online our qualified recruiters will enjoy the freedom and profitability of independent recruiting 1099 while benefiting from the tools, branding, and support of a national recruiting (more...)
Company: Mommy Jobs Online
Location: Black Diamond
Posted on: 12/10/2018

Virtual Recruiter
Description: At Mommy Jobs Online our qualified recruiters will enjoy the freedom and profitability of independent recruiting 1099 while benefiting from the tools, branding and support of a national recruiting work (more...)
Company: Mommy Jobs Online
Location: Edmonds
Posted on: 12/10/2018

Corrections Officer
Description: ISSAQUAH, CITY OF 130 EAST SUNSET WAY ISSAQUAH, WASHINGTON 98027 Updated: April 07, 2016 Job Classification: Corrections Officer The City of Issaquah is currently building an ongoing eligibility list (more...)
Company: National Testing Network
Location: Seattle
Posted on: 12/10/2018

Part-Time Delivery - Uber Eats
Description: Delivering with Uber is an easy way to earn money in your spare time. You sign up, deliver whenever it works for you, and get paid every week.Why deliver with Uber ul li Flexibility: With Uber, you're (more...)
Company: Uber Eats
Location: Allyn
Posted on: 12/10/2018

Security Officer (7850)
Description: Part time Security Officers needed br br U.S. Security Associates, the market leading and wholly owned American safety and security services provider, has Security Officer openings in your area (more...)
Company: U.S. Security Associates
Location: Redmond
Posted on: 12/10/2018

Uber Eats Part Time Delivery - Bike
Description: Uber Eats Part Time Delivery - Bike Issaquah, WA 2854 6928 Delivering with Uber is an easy way to earn money in your spare time. You sign up, deliver whenever it works for you, and get paid every week. (more...)
Company: Uber Eats
Location: Issaquah
Posted on: 12/10/2018

Log In or Create An Account

Get the latest Washington jobs by following @recnetWA on Twitter!

Olympia RSS job feeds