Registered Client Service Associate at Morgan Stanley in Utica, NY

Summary: Morgan Stanley is a leading financial services firm, and they are seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors. The role involves building trusted client relationships, executing transactions, and assisting with administrative tasks to enhance the client experience. Responsibilities: - Provide service coverage for a FA/PWA/team including: - Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships - Executing money movement transactions at the request of the client and/or FA/PWA - Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) - Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA - Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) - Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance) - Assist FAs/PWAs/teams in delivering against their business plan and client service model - Remaining current on all policies, procedures and new platforms - Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management - Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed) - Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) - Maintaining travel itineraries, preparing expense reports and managing the reimbursement process - Assisting with general in-office support functions such as copying, filing and scanning documentation - Preparing and submitting expense reports for processing at the direction of the FA/PWA Required Qualifications: - High School Diploma/Equivalency - Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) - Detail orientated with superior organizational skills and ability to prioritize - Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) - Exceptional writing, interpersonal and client service skills - Strong time management skills - Team player with the ability to collaborate with others - Ability to work in a fast-paced, evolving environment - Adaptable and ability to multi-task - Goal oriented, self-motivated and results driven Preferred Qualifications: - College degree - Industry experience Required Skills: Client service skills, Advanced Microsoft Office Nice-to-Have Skills: Goal oriented, Self-motivated Benefits: Commission earnings, Incentive compensation, Discretionary bonuses, Other short and long-term incentive packages, Other Morgan Stanley sponsored benefit programs