E*TRADE from Morgan Stanley · 1 month ago
Client Service Associate (Alpharetta, GA)
Alpharetta GA 3
Full-time
Onsite
New Grad, Entry LevelMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Client Service Associate will provide exceptional client service and guidance, support both new and existing clients and Financial Advisor teams, and enhance the overall client experience.
BankingFinanceFinancial Services
Responsibilities
Manage daily volume of inbound calls and emails from participants, providing world-class customer service to both internal and external clients in all interactions
Strengthen and enhance existing client relationships through the processing of client requests, timely resolving of 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
Identify opportunities to deepen existing relationships through a referral-based model; balance efficient issue resolution with discovery conversations to identify opportunities for deepening client relationships
Onboard new client accounts by collecting and inputting required documentation and client information
Apply Firm verification policies and procedures for all clients to avoid identity theft and fraudulent activity
Recognize and mitigate risk, ensure a deep understanding of and adherence to all policies and procedures; uphold requirements of the Quality Assurance guidelines
Other duties as assigned
Qualification
Required
High School Diploma/Equivalency
Must be able to work an 8-hour shift schedule between 6 am to 8 pm (EST) Monday-Friday
Ability to handle a high volume of requests in a fast-paced environment
Exceptional interpersonal and client service skills
A passion for understanding participants' financial needs in an objective manner and seamlessly deliver the full value of the firm
Strong computer skills and knowledge of Microsoft Office products
Preferred
Bachelor's degree preferred
Relevant industry and customer service experience preferred
Benefits
Paid time off
Savings programs
Health care
Insurance plans
Student loan refinancing
Fitness subsidy
401(k) offering with competitive firm matching
Morgan Stanley Employee Stock Purchase Program
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
Founded in 1982
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Executive Director, Creative Services
Recent News
2025-11-07
2025-10-14
Company data provided by crunchbase