Business Overview:

Are you an experienced customer service professional, looking to jumpstart your career in the financial sector? Are you a team player, looking to work with, learn from and grow within a collaborative organization? The Morgan Stanley Virtual Client Solutions team is seeking a Client Service Associate in our Tampa, FL locationto help provide exceptional client service and guidance, as well as serve as operational and sales support to both new and existing clients and Financial Advisor teams.

Position Overview:

The Client Service Associate is responsible for understanding firm policies, procedures, and digital tools to best support new and existing clients. You will work alongside Financial Advisors to provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide guidance to clients as they navigate their finances.

• Be an effective communicator: Adapt communication styles to adhere to a diverse array of people and situations and drive opportunities
• Be an innovative thinker: Develop and share new ideas to attract and retain clients and contribute to the future growth of the business
• Be a problem solver: Demonstrate empathy and help clients resolve issues when answering inbound phone calls and servicing client accounts, to create an exceptional client experience in a fast-paced environment
• Be eager to learn: Continuously improve understanding of investments and financial markets, through trainings and on the job learning to address client investment needs
• Be your own advocate: Strive for excellence in your role and work with your manager to prepare for future career advancements that align with your goals as a professional

• Manage daily volume of inbound calls and emails from participants, providing world-class customer service to both internal and external clients in all interactions
• Strengthen and enhance existing client relationships through the processing of client requests, timely resolving of client inquiries, and making sure key client information and documentation is up to date
• Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients' needs
• Identify opportunities to deepen existing relationships through a referral-based model; balance efficient issue resolution with discovery conversations to identify opportunities for deepening client relationships
• Onboard new client accounts by collecting and inputting required documentation and client information
• Apply Firm verification policies and procedures for all clients to avoid identity theft and fraudulent activity
• Recognize and mitigate risk, ensure a deep understanding of and adherence to all policies and procedures; uphold requirements of the Quality Assurance guidelines
• Other duties as assigned

• Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions
• Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning
• Opportunity to launch your career and gain your Series 7 and Series 66 licenses
• Benefit from a competitive base salary and a wide range of additional benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more
• Access to 401(k) offering with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program

• High School Diploma/Equivalency, Bachelor's degree preferred
• Relevant industry and customer service experience preferred
• Opportunity to launch your career and gain your Series 7 and Series 66 licenses
• Must be able to work an 8-hour shift schedule between 6 am to 8 pm (EST) Monday-Friday
• Ability to handle a high volume of requests in a fast-paced environment
• 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
• Strong computer skills and knowledge of Microsoft Office products