Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current • Identify and assist with Firm services and solutions that support clients' needs, including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile • Confirm authorization and authenticate client when processing requests • Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions, and handling estate needs as examples • Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors • Prepare financial plans, client reports, and other materials for client meetings • Review and take appropriate action on client account alerts. • Strong industry, product, and branch procedures knowledge • Exceptional writing, interpersonal, and client service skills • Detail-oriented with superior organizational skills and ability to prioritize tasks • Strong computer skills and knowledge of Microsoft Office products • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Goal-oriented, self-motivated, and results-driven • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
