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 ā¢ 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 ā¢ Confirm authorization and authenticate client when processing requests ā¢ 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 ā¢ 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 ā¢ Prepare financial plans, client reports, and other materials for client meetings ā¢ Review and take appropriate action on client account alerts. ā¢ Strong industry, product, and branch procedures knowledge ā¢ Exceptional writing, interpersonal, and client service skills ā¢ Detail-oriented with superior organizational skills and ability to prioritize tasks ā¢ Strong computer skills and knowledge of Microsoft Office products ā¢ Team player with the ability to collaborate with others ā¢ Ability to work in a fast-paced, evolving environment ā¢ Goal-oriented, self-motivated, and results-driven ā¢ Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
