Registered Client Service Associate at Morgan Stanley in San Jose, CA

Summary: Morgan Stanley is a leading financial services firm that helps clients reach their goals through capital management and allocation. The Client Service Associate plays a vital role in enhancing the client experience by managing relationships, processing requests, and supporting Financial Advisors in delivering comprehensive service to clients. Responsibilities: - Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current - Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile - Confirm authorization and authenticate client when processing requests - Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example - Review and take appropriate action on client account alerts - Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model - Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars - Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls - Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance - Proactively participate in firm initiatives directed by local management - Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors 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) - Strong computer skills and knowledge of Microsoft Office products - Exceptional writing, interpersonal and client service skills - Detail orientated with superior organizational skills and ability to prioritize tasks - Team player with the ability to collaborate with others - Ability to work in a fast-paced, evolving environment - Goal oriented, self-motivated and results driven Preferred Qualifications: - College degree - Industry experience Required Skills: Microsoft Office, Series 7, Series 66, Series 63, Series 65, Client service skills, Results driven, Goal orientation Benefits: Commission earnings, Incentive compensation, Discretionary bonuses, Other short and long-term incentive packages, Other Morgan Stanley sponsored benefit programs