Client Services Associate
Role Overview:
Client Services Associate are responsible for shaping the future of service by modernizing the client experience through an elevated standard of care. The BSO reports directly to the Market Business Service Officer (MBSO) and oversees the supervision and management of Support Professionals, as well as the execution of all business and service functions within assigned branches.
Education & Experience:
- Equivalent educational credentials to a bachelor's degree are accepted for this position
- Previous industry experience
- It is required to have current qualifications in Series 7 (GS), Series 9 and 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- More accreditations as needed according to managerial policies
Knowledge & Skills:
- Effective communication means being skilled at expressing ideas clearly through both written and spoken words
- Meticulous consideration of particulars
- Skill in managing and addressing complex requirements effectively, escalating when necessary
- The aptness in pinpointing challenges and trends to anticipate shifts and offer thorough solutions
- Demonstrating capabilities in robust leadership and the advancement of talent within a team or organization
- Candidates with supervisory background are preferred for this position
- Impressive skills in effectively managing time and organizing tasks efficiently
- Proficient in dealing with conflicts and finding effective resolutions
- Competency in handling associations, inspiring, and directing teams within the marketplace
- Having a clear understanding of the risk and compliance policies of a company is crucial
- Gift for strategic decision-making
Key responsibilities include:
- Fostering improved communication and training experiences for Service Professionals
- Working jointly with Market Sales and Risk departments to guarantee flawless execution within the business
- Collaborating with the MBSO to ensure the successful implementation of service initiatives
- Support the department in achieving the strategic goals of the company by motivating and coaching employees to change their behavior, with a focus on consistency, quality, and adherence to guidelines
- Take on the role of leading, coaching, and supervising a team of Support and Service Experts
- Underscore the importance of empowering Service and Support Professionals through learning and development opportunities to enhance job satisfaction and performance
- Aid in the facilitation of the interviewing, selection, and onboarding processes for new team members, including Financial Advisors and their Support Professionals
- Coordinate efforts with MBSO and HR to effectively manage people-oriented tasks, such as conducting evaluations, monitoring performance levels, and resolving conflicts
- Foster enduring relationships with critical partners in the Branch, Market, Region, and Home Office; actively partake in team meetings, regional, and national summits
- Initiate frequent one-on-one interactions with Support Professionals to provide coaching, set career aspirations, manage work responsibilities, and build team camaraderie
- Superintend the support professionals' workload and coverage for financial advisors at the branch
- Discover methods to appreciate Support Professionals by exchanging successful practices, achievements, and notable stories
- Advocate for a branch culture that echoes Firm values, with a strong emphasis on promoting diversity and inclusion
About Morgan Stanley:
Morgan Stanley is firmly committed to providing exceptional service and upholding high standards of excellence. Our core values, including prioritizing clients, practicing ethical behavior, fostering innovative thinking, promoting diversity and inclusivity, and supporting philanthropic efforts, shape our daily decisions.
Our teams are collaborative, creative, and diverse. We offer comprehensive benefits, career development opportunities, and a supportive work environment. Morgan Stanley is an equal opportunity employer committed to a diverse workforce.
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