Client Service Associate

As a Client Service Associate at Morgan Stanley, you will have the opportunity to work in a dynamic and fast-paced environment, providing exceptional service to our clients and supporting our team of financial advisors. We are seeking an individual with strong communication and organizational skills, as well as a passion for providing top-notch client care. If you thrive in a collaborative and client-focused role, and possess the qualifications and drive to excel in the financial services industry, we invite you to join our team at Morgan Stanley.

1. Provide exceptional client service by promptly responding to client inquiries, requests, and concerns.
2. Assist financial advisors with client meetings, presentations, and administrative tasks.
3. Maintain accurate and up-to-date client records and files.
4. Act as a liaison between clients and the financial advisor team, ensuring a seamless experience for clients.
5. Collaborate with team members to develop and implement strategies for client retention and growth.
6. Continuously expand knowledge of financial products and services offered by Morgan Stanley to effectively support clients.
7. Proactively identify opportunities to improve client experience and provide feedback to management.
8. Handle confidential and sensitive information with the utmost discretion and professionalism.
9. Uphold the company's values and code of conduct while interacting with clients and colleagues.
10. Adhere to all compliance and regulatory requirements in the financial services industry.
11. Participate in ongoing training and development programs to enhance skills and knowledge.
12. Contribute to a positive and collaborative team environment that promotes teamwork and mutual support.
13. Represent Morgan Stanley in a professional manner at all times and maintain a high level of integrity.
14. Meet and exceed performance targets and goals set by management.
15. Continuously seek opportunities to improve processes and procedures to enhance client service delivery.

According to JobzMall, the average salary range for a Client Service Associate in Tampa, FL, USA is between $33,000 to $50,000 per year. However, this can vary depending on factors such as experience level, education, and the specific company or industry. Some Client Service Associates in Tampa may earn higher salaries, up to $75,000 or more, while entry-level positions may start at around $25,000 per year.

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.