Client Service Associate at Morgan Stanley

Barrington, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Feb, 26

Salary

85000.0

Posted On

05 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Support, Administrative Support, Detail Oriented, Organizational Skills, Microsoft Office, Team Player, Collaboration, Multi-tasking, Goal Oriented, Self-motivated, Results Driven

Industry

Financial Services

Description

CLIENT SUPPORT ADMINISTRATIVE SUPPORT: 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 High School Diploma/Equivalency EOE committed to diversifying its workforce. Client Service Associate 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) 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 Reports to: Business Service Officer Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Salary range for the position: $33,280 - $85,000 / Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Responsibilities

The Client Service Associate will provide administrative support by answering inbound and making outbound calls, managing calendars, and coordinating meetings. Additional responsibilities include maintaining travel itineraries and assisting with general in-office support functions.