• Client Service Associate - Kailua-Kona

    Morgan Stanley Wealth Management
    Job Description
    Client Service Associate
    Job Number: 3154145

    PRIMARY LOCATION: Americas-United States of America-Hawaii-Kailua Kona
    JOB: Wealth Management
    EMPLOYMENT TYPE: Part Time, 30hr week
    JOB LEVEL: Non-Exempt

    The Client Service Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. The Client Service Associate is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams, as well as, new and existing clients.

    Maintain existing client relationships through the processing of client requests, resolving 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
    Onboard new client accounts, which includes the collection of required documentation and client information
    Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
    Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
    Proactively participate in firm initiatives directed by local management
    Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness
    Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance

    Education and/or Experience
    High School Diploma/Equivalency
    College degree preferred
    Industry experience is a plus
    Willingness to obtain Series 7, 63 and 65 or Series 7 and 66

    Strong computer skills and knowledge of Microsoft Office products
    Exceptional interpersonal and client service skills
    Detail orientated with superior organizational skills
    Team player with the ability to collaborate with others
    Ability to work in a fast-paced, evolving environment

    Reports To:
    Complex Business Service Officer or Business Service Manager

    Morgan Stanley
    EOE committed to diversifying its workforce.

    Contact Information