
Client Onboarding Solutions Associate
At Morgan Stanley, we are looking for a motivated and experienced Client Onboarding Solutions Associate with the right skills and experience to join our team and help us provide outstanding service to our clients. The successful candidate will be a key player in developing and executing our onboarding solutions, which are designed to ensure that our clients experience a smooth and efficient transition to working with us.The ideal candidate should have excellent communication skills, be highly organized, and have a strong understanding of client onboarding processes. They should also possess a combination of business acumen, technical proficiency, and customer service experience. We are looking for a team player with the ability to work in a fast-paced environment, with the ability to think outside the box and provide creative solutions to our clients’ needs. The successful candidate should also possess a high level of integrity and be able to maintain the highest standards of confidentiality.If you think you have the necessary skills and experience to join our team, we would love to hear from you.
Responsibilities:
- Develop and execute onboarding solutions to ensure clients experience a smooth and efficient transition to working with Morgan Stanley.
- Maintain a high level of customer service and ensure clients receive outstanding service.
- Demonstrate excellent communication skills, both verbally and in writing.
- Be organized and detail-oriented, with the ability to prioritize tasks and manage time efficiently.
- Understand client onboarding processes and possess a combination of business acumen, technical proficiency, and customer service experience.
- Work as part of a team in a fast-paced environment and provide creative solutions to clients’ needs.
- Practice a high level of integrity and maintain the highest standards of confidentiality.
Ability To Work Independently And As Part Of A Team
Excellent Written And Verbal Communication Skills
Knowledge Of Financial Services Industry
Proficiency In Ms Office Suite
Problem Solving And Analytical Skills
Strong Customer Service Orientation
Experience With Client Onboarding Systems
Experience Working With Regulators And Legal Documents
Documentation
Financial Analysis
Research
Data Entry
Account Management
Communication
Time Management
Problem Solving
customer service
Risk assessment
Regulatory compliance
Organization
Kyc
Aml
Client Onboarding
Communication
Leadership
Negotiation
Problem Solving
Time management
Interpersonal Skills
Organization
Critical thinking
Teamwork
Adaptability
According to JobzMall, the average salary range for a Client Onboarding Solutions Associate in New York, NY, USA is between $50,000 and $85,000 per year. This range is an estimated average and salaries will vary depending on a variety of factors, such as education, experience, and company size.
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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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