We're seeking someone to join our team as a National New Accounts Service Professional to serve as a subject matter expert and point of contact via inbound calls for Morgan Stanley branch personnel in regard to client onboarding and account maintenance. The New Account Service Professional will field questions related to, but not limited to, document processing (status of documents, review, and document updates) and general account maintenance including account opening, navigation and modification.  Additionally, New Account Service Professional will be versed in procedures and policies to ensure that accounts are compliant with the USA Patriot Act. 

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Associate position within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.


What you'll do in the role:
- Engage internal clients via both inbound and outbound phone calls 

-Act as initial and ongoing support during account opening and lifecycle of account  

-Providing world-class service to internal clients  

-Build relationships with internal clients while providing solutions that adhere to internal policies and procedures 

-Address issues promptly and effectively 

-Ability to maintain success in an evolving environment 

What you'll bring to the role:
-Must be willing to work in an environment that requires 100% phone-based internal client interaction 

-Strong phone-based and written communication skills with individuals at all levels, internally and externally. 

-Exude confidence with internal clients when providing solutions 

-Exceptional critical thinking skills 

-Problem solving, personal accountability, ownership, and professionalism 

-Ability to learn quickly and apply knowledge  

-Apply concepts to real life situations 

-Teamwork as well as ability to work well individually 

-Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint 

-Customer Service experience preferred. 

-College degree preferred 

-Possess general knowledge of financial markets 

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).