Client Engagement Associate

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Employment Type

Full time

Job Level

Professional

Posted Date

Mar 18

POSITION SUMMARY

Client Engagement Associates (CEAs) provide Financial Advisors, their teams and clients with guidance and support relating to Morgan Stanley's Cash Management Solutions. In conjunction with the Market Business Service Officer, the Client Engagement Associate is accountable for maintaining a strong Cash Management service culture. Additionally, they will partner with the Service Associates and Support Staff to identify areas of improvement and efficiency amongst the various client service tools, particularly in the area of cash management.

DUTIES and RESPONSIBILITIES:

• Act as a subject matter expert by facilitating communication and training for Service Professionals and share best practices as it relates to Cash Management
• Deliver education and training to the field and identify opportunities for improvement in their market.
• Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled training opportunities
• Cultivate and enhance new and existing client relationships through active communication with clients, managing client requests and resolving inquiries
• Identify engagement opportunities that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
• Develop and implement innovative cash management solutions supporting the needs of the client.
• Set up CashPlus/Cash Management/AAA accounts and oversee the onboarding process

• Identify and distribute marketing material for digital and social media platforms to support the team's marketing strategy.

• Collaborate with various teams (Financial Advisor(s), Market Sales, Banking, Risk, Regional Cash Management Specialists, Regional Relationship Coordinator, Private Bankers, and Service Associates) to develop and execute business plans related to banking solutions.
• Ensure smooth execution of cash management operations, including client engagement, onboarding, money movement, and approvals.
• Proactively collaborate with local management on additional market assignments to meet the needs of the business.

Qualifications - External

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

• 5+ years of work experience in a field relevant to the position required
• Four-year college degree or professional certification preferred
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required

Knowledge/Skills

• Knowledge of cash management services products such as credit/debit cards, online bill pay, funds transfers, direct deposits, mobile banking and other treasury management solutions
• Strong relationship building capabilities with Field / Branch Management, Financial Advisors, Service Professionals, Clients, Product Specialists, and matrix partners.
• Ability to educate on the product suite and how to incorporate into the business planning process.
• Exceptional writing, interpersonal and client service skills
• Detail oriented with superior organizational skills and ability to prioritize tasks
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Goal oriented, self-motivated and results driven

Reports to:

• Market Business Service Office

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 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 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We 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: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

Salary range for the position: $55,400 - $72,500 / Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley's 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).