Client Advisory Center - Service Associate
South Jordan , Utah
October 23, 2017
Work closely with Client Advisory Center teams and internal departments to provide support through various systems and applications as well as process paperwork in a virtual branch environment. Work with clients to resolve issues encountered during service request processing. Work on projects and/or remediation efforts outlined by the company.

  • Estate processing, including empathy when dealing with clients.
  • Process & follow up on phone team support and client service requests to ensure completion in a timely manner.
  • Set appropriate timeline expectations for requests and follow up within that time frame.
  • Research and resolve problems with both internal and external clients accurately and in a timely manner.
  • Ability to handle a high volume of requests in a fast paced environment.
  • Use Morgan Stanley systems, Salesforce and possibly Smith Barney systems.
  • Provide world class customer service to both internal and external clients in all interactions.
  • Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity.
  • Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation.
  • Participate in projects and/or remediation efforts as needed including pilot programs.
  • Work between Service and Document Control Groups as needed.
  • Execute client orders for Margin and other purposes.
  • Other duties as assigned
Additional requirements may include:
  • Series 7 preferred
  • SalesForce experience a benefit


Education and/or Experience
  • College preferred or equivalent experience
  • 1-3 years industry experience preferred
  • Basic clerical and administrative skills
  • Effective written and verbal communication skills
  • Excellent interpersonal and client service skills
  • Organizational skills, attention to detail and excellent follow up skills
  • Ability to research and resolve problems and service inquiries and escalate when appropriate
  • Strong computer skills including Microsoft Suite
  • Basic knowledge of Morgan Stanley systems and procedures
  • Be self-motivated and able to work in a strong team and high activity environment.
Reports To:
  • Business Service Manager

Morgan Stanley
EOE committed to diversifying its workforce.

A little about us:
Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services.

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