Client Service Associate, Wealth Management Operations

Global Wealth Management Operations provides brokerage, investment and financial services to hundreds of thousands of individual investors. We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals. Morgan Stanley has one of the largest retail brokerage networks, with numerous worldwide representatives and retail locations. Our services are tailored to each client's investment objectives, risk tolerance, and financial needs. Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance and annuities.

The Wealth Management (WM) Client Service Center (CSC) organization provides operational support by phone, email, and other communication channels to Wealth Management clients and internal personnel. CSC services callers on four continents and in nine languages, handling over five million inquiries annually across 18 functional areas. Functional coverage includes cash management, lending, website and digital support, tax assistance, brokerage account maintenance, marketing and social media tools, WM platform technology, Financial Advisor compensation, performance and client reporting, retirement accounts and qualified plans, corporate actions, mutual funds, insurance licensing, new account opening, stock options and related equity compensation programs, and others.

Position Description:

This position oversees the activities of Client Service Center Service Professionals and supports the successful achievement of the organizations goals. This role is directly responsible for performance management of CSC representatives, including, but not limited to:

Formal performance evaluations and career development to include ensuring Service Professionals are accountable for meeting the organizations performance expectations, with a focus on service quality and efficiency.

Coaches and provides feedback to representatives regarding service and telephone time management.

Monitors calls and reviews other work product (or receives feedback from Quality Reviews) to ensure that firm policy is upheld and industry and compliance regulations are met

Resolve escalated internal and external client inquiries

Supports management in new product training and orientation and participates in the recruiting and hiring of new Service ProfessionalsSkills required:

Management experience or equivalent management school/training.

Cultivates teamwork

Aspires to learn and grow

Builds strong, lasting relationships of camaraderie

Continuously seeks to improve the delivery of World Class Service

Values the relationship between Wealth Advisors and their Ultra High

Net Worth Clients

Responds to the expressed and unexpressed needs of their team and

clients

Understand how to provide a unique, memorable and personalized

Service Experience

Owns issue resolution from end to end, ensuring accurate and complete

resolutions in a timely manner

Innovative, and interested in hands on planning of projects & initiatives

Professional in appearance, language and behavior

Embraces the firms Mission and Business Principles

Empowered to make decisions and create change

Skills Preferred:

Preferred Series 7 and 63 licenses.