Service Associate

Welcome to Morgan Stanley, one of the world's leading financial services firms. We are currently seeking a highly motivated and customer-focused individual to join our team as a Service Associate. As a Service Associate, you will have the opportunity to work closely with our clients, providing exceptional support and assistance to help them achieve their financial goals. Our ideal candidate is someone who is passionate about delivering excellent service, thrives in a fast-paced environment, and has a strong understanding of the financial industry. If you possess these qualities and are looking for a challenging and rewarding career, we would love to hear from you.

1. Greet and welcome clients to Morgan Stanley, making them feel valued and important.
2. Provide exceptional customer service to clients by assisting them with their financial needs and inquiries.
3. Build and maintain strong relationships with clients, ensuring their satisfaction and trust in our services.
4. Act as a point of contact for clients, addressing their concerns and resolving any issues in a timely and professional manner.
5. Utilize strong knowledge of the financial industry to educate and inform clients on various financial products and services offered by Morgan Stanley.
6. Collaborate with other team members to ensure a seamless and efficient service experience for clients.
7. Maintain accurate and organized client records and documentation.
8. Continuously stay updated on industry trends and changes to effectively assist clients.
9. Proactively identify potential sales opportunities and refer clients to appropriate team members.
10. Adhere to all company policies, procedures, and regulatory guidelines to ensure compliance.
11. Participate in training and development programs to enhance job knowledge and skills.
12. Contribute to a positive and professional work environment within the team and the company as a whole.
13. Strive to meet and exceed performance goals and targets set by the company.
14. Represent Morgan Stanley in a professional manner at all times.

According to JobzMall, the average salary range for a Service Associate in Philadelphia, PA, USA is $35,000 - $45,000 per year. This can vary depending on the specific job title, company, and level of experience.

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.