Assoc, Professional, P2, Client Services & Relationship Mgmt WM, NEX : Job Level - Associate

Were seeking someone to join our team as An Associate on our Insurance Team.

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 driving strategic automation solutions by embracing a transformation mindset and challenging the status quo.

This is an Associate Professional position at the P2 level 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.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 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 by always keeping the clients interest first and giving back through investing in the future of our communities and our Firm. We encourage our employees to act with integrity while leading with exceptional ideas. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn to achieve and grow. A philosophy that balances personal lifestyles perspectives and needs is an important part of our culture. Our DNA our culture and our history are rooted in serving our clients.

Team Profile:
The Insurance Team within the Morgan Stanley Service Network (MSSN) provides Annuity and Insurance Operations support to Morgan Stanley financial advisors and branch employees. The team responds to a variety of inquiries related to insurance and annuity policy maintenance. The team is responsible for providing a high level of service in supporting a wide range of systems policies and procedures.

Primary Responsibilities:
Establish and maintain effective relationships in order to deliver world class service to our clients. Handle incoming phone calls from financial advisors and branch employees related to Policy Services and Comissions. Utilize various internal and external resources and tools to provide information and resolve issues. Follow established procedures to route processing requests to the appropriate processing teams and to escalate inquiries for further research. Meet team and department service goals as established by MSSN management.

Skills required:
Attention to detail
Ability to multi-task and manage time effectively
Ability to establish and maintain positive client relationships
Ability to diagnose and solve problems creatively
Ability to recognize and diffuse potential issues and/or difficult interactions
Excellent communication (written and oral) and listening skills
Desire and ability to learn quickly and apply knowledge to various situations
Minimum 6 months call center or phone interaction experience
Bachelors degree or minimum 2 years financial industry experience

Skills desired:
Current or past Series 7 or insurance licensure preferred but not required
Bachelor degree preferred

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back that guide our more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find trusted colleagues committed mentors and a culture that values diverse perspectives individual intellect and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team while our company culture and commitment to inclusion define our legacy and shape our future helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: 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.

Morgan Stanleys 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. United States (All States) 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. Asia and India Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Expected base pay rates for the role will be between $65000.00 and $103000.00 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which depending on the position may also include commission earnings incentive compensation discretionary bonuses other short and long-term incentive packages and other Morgan Stanley sponsored benefit programs

Morgan Stanleys 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).