Client Service Associate
4 days ago
At Caliber Sourcing, we are seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in providing exceptional service to our clients and supporting our Financial Advisors on a daily basis.
Key Responsibilities:- Provide service coverage for our Financial Advisors, including supporting the cultivation and enhancement of new and existing client relationships.
- Execute money movement transactions at the request of the client and/or Financial Advisor.
- Answer general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances.
- Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or Financial Advisor.
- Educate or enroll clients in digital tools, such as MSOnline, eSign, and eAuthorization.
- Support the Financial Advisors' marketing strategy, including website maintenance.
- Assist Financial Advisors in delivering against their business plan and client service model.
- Remain current on all policies, procedures, and new platforms.
- Participate in firm initiatives, special projects, and other duties directed by local management.
- Answer inbound phone calls or make outbound calls, including scheduling follow-up calls with Financial Advisors as needed.
- Manage the calendar, including coordinating meetings or events with logistics such as material prep.
- Maintain travel itineraries, prepare expense reports, and manage the reimbursement process.
- Assist with general in-office support functions, such as copying, filing, and scanning documentation.
- Prepare and submit expense reports for processing at the direction of the Financial Advisor.
- High School Diploma/Equivalency.
- College degree preferred.
- Industry experience is a plus.
- Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- Detail-oriented with superior organizational skills and ability to prioritize.
- Advanced Microsoft Office skills (Word, Excel, Outlook, and PowerPoint).
- Exceptional writing, interpersonal, and client service skills.
- Strong time management skills.
- Team player with the ability to collaborate with others.
- Ability to work in a fast-paced, evolving environment.
- Adaptable and ability to multi-task.
- Goal-oriented, self-motivated, and results-driven.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce. We want to be the first choice for prospective employees and build a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.
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