Registered Client Service Associate - Gilbert, AZ at Morgan Stanley

Gilbert, Arizona, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Apr, 26

Salary

0.0

Posted On

16 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Interpersonal Skills, Financial Needs Assessment, Service Request Processing, Identity Verification, Fraud Prevention, High Volume Call Management, Fast-Paced Environment

Industry

Financial Services

Description

Manage daily volume of inbound calls and emails from participants, providing world-class customer service to both internal and external clients in all interactions Process and follow-up on service requests to ensure execution in a timely manner Apply Firm verification policies and procedures for all clients to avoid identity theft and fraudulent activity High School Diploma/Equivalency Securities Industry Essential (SIE) OR ability to pass SIE exam 2 weeks prior to start date Exceptional interpersonal and client service skills A passion for understanding participants' financial needs in an objective manner and seamlessly deliver the full value of the firm Ability to handle a high volume of requests in a fast-paced environment We do it in a way that's differentiated - and we've done that for 90 years. 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. 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

Manage daily volume of inbound calls and emails from participants while providing exceptional customer service. Process and follow-up on service requests to ensure timely execution.