Registered Client Service Associate - Tampa, FL

About the role

The Morgan Stanley Virtual Client Solutions team is seeking a Registered Client Service Associate in their Tampa, FL office to provide industry leading service to Morgan Stanley institutional client participants and retail clients.

Responsibilities

• Provide world-class customer service to both internal and external clients in all interactions
• Manage daily volume of inbound calls and emails
• Enhance and strengthen existing client relationships
• Conduct outreach to maintain strong relationships with client base
• Identify and engage in opportunities to deepen existing relationships
• Process and follow-up on service requests to ensure execution in a timely manner
• Recognize and mitigate risk, ensuring adherence to policies and procedures
• Place unsolicited trades for participants and clients of the Firm

Requirements

• High School Diploma/Equivalency
• Securities Industry Essential (SIE)
• Obtain Series 7 and 66 or ability to obtain, paid for by Morgan Stanley, within 120 days of hire

Qualifications

• Exceptional interpersonal and client service skills
• A passion for understanding participants' financial needs in an objective manner
• Ability to handle a high volume of requests in a fast-paced environment

Skills

• High School Diploma/Equivalency
• Securities Industry Essential (SIE)
• Obtain Series 7 and 66 or ability to obtain, paid for by Morgan Stanley, within 120 days of hire

Benefits

• Competitive base salary
• 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

Pay

Competitive base salary and additional benefits.

Schedule

Full-time position.