Job Details

Registered Associate - Great Lakes

Company name
Morgan Stanley

Location
Toledo, OH

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Profile

POSITION SUMMARY: The Registered 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 Registered 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. In order to perform daily business activities, the Registered Associate is required to have passed FINRA���?�s Securities Industry Essentials (SIE) Exam and have active Series 7 and 66 (or 63 and 65) Licenses, which would either be held fully or partially at the time of hire or be obtained through a required study program within the initial months of employment and as a requirement of continued employment. DUTIES and RESPONSIBILITIES: 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 Prepare financial reports, spreadsheets, and other materials for client meetings 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 Input orders on behalf of Financial Advisor 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 maintenanceQualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience Active SIE, Series 7, 66 (or 63 and 65) held at time of hire or obtained within initial months of employment Two or more years of industry experience preferred High School Diploma/Equivalency College degree preferred Knowledge/Skills Strong industry, product, and branch procedures knowledge Detail oriented with superior organizational skills and ability to prioritize tasks Exceptional writing, interpersonal and client service skills Strong computer skills and knowledge of Microsoft Office products 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 ManagerRequisition #: 3124161,

Company info

Morgan Stanley
Website : http://www.morganstanley.com/

Company Profile
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals worldwide. The company’s Institutional Securities segment offers financial advisory services on mergers and acquisitions, divestitures, joint ventures, corporate restructurings, recapitalizations, spin-offs, exchange offers, leveraged buyouts, takeover defenses, and shareholder relations, as well as provides capital raising and corporate lending services. This segment is also engaged in sales, trading, financing, and market-making activities, including institutional equity, fixed income and commodities, research, and investment activities, as well as offers financing services, such as prime brokerage, consolidated clearance, settlement, custody, financing, and portfolio reporting services. Its Wealth Management segment provides brokerage and investment advisory services covering various types of investments comprising equities, options, futures, foreign currencies, precious metals, fixed income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. This segment also offers education savings programs, financial and wealth planning services, annuity and other insurance products, cash management services, trust and fiduciary services, retirement solutions, and credit and other lending products, as well as fixed income principal trading services. The company’s Investment Management segment provides alternative investment products, such as hedge funds, private equity and real estate funds, and portable alpha strategies to institutional and intermediary channels, and high net worth clients, as well as is involved in real estate investing and merchant banking businesses. Morgan Stanley was founded in 1935 and is headquartered in New York, New York.

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