Client Engagement Associate

Welcome to Morgan Stanley, where we strive to provide top-notch financial services to our clients. We are currently seeking a motivated and enthusiastic individual to join our team as a Client Engagement Associate. This role is perfect for someone who is passionate about building relationships and providing exceptional customer service. As a Client Engagement Associate, you will have the opportunity to work closely with our clients and assist them with their financial needs. We are looking for individuals with excellent communication skills, a strong attention to detail, and a genuine desire to help others. If you are ready to take your career to the next level and join a dynamic team, then we want to hear from you!

1. Greet clients and visitors in a professional and friendly manner, creating a welcoming and positive atmosphere.
2. Assist clients with their financial needs by providing accurate and timely information and guidance.
3. Build and maintain strong relationships with clients, understanding their individual needs and delivering exceptional customer service.
4. Communicate effectively with clients through various channels, including in-person, phone, and email.
5. Maintain a thorough understanding of Morgan Stanley's products, services, and policies in order to effectively assist clients.
6. Collaborate with other team members to ensure a seamless and efficient client experience.
7. Attend training and development sessions to continuously improve knowledge and skills related to client engagement.
8. Identify potential sales opportunities and refer clients to appropriate team members.
9. Handle and resolve client complaints and issues in a timely and professional manner.
10. Maintain accurate and detailed records of client interactions and transactions.
11. Proactively identify areas for improvement in client engagement processes and make recommendations for enhancements.
12. Stay up-to-date with industry trends and developments, and share relevant insights with clients and team members.
13. Adhere to all company policies and procedures, including compliance and regulatory requirements.
14. Represent Morgan Stanley in a professional and ethical manner at all times.

According to JobzMall, the average salary range for a Client Engagement Associate in St. Louis, MO, USA is between $40,000 and $60,000 per year. However, this may vary depending on factors such as the specific company, level of experience, and education of the individual.

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.