Morgan Stanley

Associate, Client Experience Group

Morgan Stanley

Dallas, TX, USA
Full-TimeDepends on ExperienceEntry LevelHigh school or equivalent
Job Description

Are you a highly motivated and customer-focused individual looking to jumpstart your career in the world of finance? Look no further than Morgan Stanley's Client Experience Group. As an Associate in this dynamic team, you will have the opportunity to work with a diverse group of clients and provide top-notch service and support. We are seeking individuals with a passion for delivering exceptional client experiences and a strong desire to learn and grow within our organization. If you have a strong attention to detail, excellent communication skills, and a drive to succeed, we want to hear from you. Join us at Morgan Stanley and take the first step towards a fulfilling and rewarding career in the financial industry.

  1. Provide exceptional customer service and support to diverse group of clients.
  2. Develop and maintain strong relationships with clients to ensure their needs are met.
  3. Continuously improve client experience processes and procedures.
  4. Communicate effectively with clients, colleagues, and superiors in a timely and professional manner.
  5. Demonstrate a strong understanding of financial products and services offered by Morgan Stanley.
  6. Identify and address client concerns and escalate issues as needed.
  7. Collaborate with team members to resolve complex client inquiries and issues.
  8. Stay updated on industry trends and best practices to enhance the client experience.
  9. Maintain accurate and organized client records and documentation.
  10. Proactively identify and suggest opportunities to improve client satisfaction.
  11. Meet and exceed performance goals and targets set by the organization.
  12. Participate in training and development programs to enhance skills and knowledge.
  13. Adhere to company policies and procedures, as well as regulatory guidelines.
  14. Act as a brand ambassador for Morgan Stanley, promoting our values and mission to clients.
  15. Continuously seek opportunities for personal and professional growth within the organization.
Where is this job?
This job is located at Dallas, TX, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients.

  • Bachelor's Degree In Business Administration, Finance, Or Related Field.

  • Minimum Of 2 Years Of Experience In Client-Facing Roles Within The Financial Services Industry.

  • Strong Understanding Of Financial Products And Services, Including Investments, Banking, And Wealth Management.

  • Proficiency In Microsoft Office And Crm Software, With The Ability To Analyze And Present Data Effectively.

Required Skills
  • Communication

  • Time Management

  • Multitasking

  • Attention to detail

  • Organizational Skills

  • Conflict Resolution

  • customer service

  • Relationship Building

  • Teamwork

  • Problem-Solving

  • Adaptability

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

Compensation

According to JobzMall, the average salary range for a Associate, Client Experience Group in Dallas, TX, USA is $26,000 - $44,000 per year. This may vary depending on the specific company, industry, and level of experience of the individual.

Additional Information
Morgan Stanley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 23rd, 2025
Apply BeforeJuly 21st, 2025
This job posting is from a verified source. 

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About Morgan Stanley

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.

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