New job Wealth Management Customer Service Professional (Entry Level/ Recent Grads) in Arizona | 2021

Wealth Management Customer Service Professional (Entry Level/ Recent Grads)

Company : Morgan Stanley
Salary : Details not provided
Location : Arizona

Full Description

Wealth Management Customer Service Professional (Entry Level/ Recent Grads)

Job Number:


POSTING DATE: Mar 24, 2021
PRIMARY LOCATION: Americas-United States of America-Arizona-Gilbert
JOB: Wealth Management
JOB LEVEL: Associate


We are looking for new local graduates.
Company Profile:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Overview:

The Workplace Solutions Group provides best in class servicing for Morgan Stanley at Work participants (including employee stock benefit plans) for over 3,000 corporate clients in over 150 countries.

Position Summary:

As a Wealth Management Customer Service Professional, you will provide industry leading service to employees of our corporate (including IPO) clients as well as wealth management solutions in partnership with Morgan Stanley financial advisors. You will be part of a global team located in 5 countries and 8 major cities working together to provide a high standard of care to clients and participants around the world.

Role Responsibilities:

  • Provide world-class customer service to both internal and external clients in all interactions, striving to exceed client expectations
  • Process and follow-up on participant service requests to ensure execution in a timely manner
  • Set appropriate timeline expectations for requests and follow-up within that time frame when necessary
  • Ability to handle a high volume of requests in a fast-paced environment
  • Effectively navigate firm systems for all workflow processing and participant requests
  • Apply Firm verification policies and procedures for all clients to avoid identity theft and fraudulent activity
  • Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to all activity to ensure risk mitigation
  • Risk recognition and mitigation, including ensuring a deep understanding of and adherence to all policies and procedures. Uphold requirements of the Quality Assurance guidelines.
  • Place unsolicited trades for participants and clients of the Firm
  • Other duties as assigned. #LI-PM1



  • Bachelor's degree preferred
  • Must complete and obtain the Securities Industry Essential (SIE) Exam prior to the start date, and obtain the Series 7 and 66 licensing exams within a defined period of time post-employment. #LI-PM1*LI-SG1

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