Are you an experienced customer service professional, looking to jumpstart your career in the financial sector? Are you a team player, looking to work with, learn from and grow within a collaborative organization? The Morgan Stanley Virtual Client Solutions team is seeking a Client Service Associate in our Gilbert, AZ, Columbus, OH, Sandy, UT and South Jordan, UT offices to help provide exceptional client service and guidance, as well as serve as operational and sales support to both new and existing clients and Financial Advisor teams.
The Client Service Associate is responsible for understanding firm policies, procedures and digital tools in order to best support new and existing clients. You will work alongside Financial Advisors to provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide guidance to clients as they navigate their finances.
The ideal candidate enjoys connecting with people, and will be able to provide insights and assistance across the scope of Morgan Stanley’s products and solutions in a professional and efficient manner – while also staying up to date on both company products and services, as well as broader trends in the industry. Our robust training program, paired with your passion for personal development and growth, will provide you the tools and knowledge you will need to be successful in this role.
Morgan Stanley maintains office locations that require full vaccination against Covid-19 and other locations which require employees to be fully vaccinated or regularly test negative. As a condition of employment, you will need to attest to your vaccination status, upload proof of vaccination within 3 days of your Start Date where applicable and otherwise comply with the requirements of your Morgan Stanley worksite. If you are not fully vaccinated and your office location requires vaccination, any offer of employment will be rescinded unless otherwise required by law.
About Morgan Stanley:
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.