Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Relations Associate

474 MS Services Group, Inc.

Primary Responsibilities The primary responsibility of a Client Relations Associate is to research and respond to operational client complaints while ensuring the Firm's compliance with regulatory requirements and internal complaint-handling guidelines. Analysts in this role must collaborate effectively with business partners, including field and operations staff and management, to resolve complaint-related issues. They are also responsible for building strong working relationships with Client Relations Editors while learning departmental processes and style guidelines. Strong organizational and time management skills are essential, as analysts must effectively manage their workload while demonstrating initiative, self-motivation, and accountability. This position also requires participation in the coverage of client-facing telephone lines, with analysts expected to provide phone support at least one day per week. Analysts must maintain a professional and client-focused approach while handling incoming calls and addressing inquiries. In addition, this position may support various operational functions within Client Relations, including settlement processing, privacy opt-out processing, and participation in special projects as needed. Role is Hybrid and requires in-office attendance 3 days per week. Qualifications and Skills Required Morgan Stanley Salt Lake has been rooted in the community since 1997 and supports the Firm’s global Wealth Management, Operations and Technology divisions. With the recent acquisitions of E*TRADE and Solium, Morgan Stanley super-charged its Wealth Management and Corporate and Institutional Solutions businesses to deliver a first-class experience for investors, traders and institutional clients and participants. Our talented teams have established strategic centers of excellence and earned multiple awards, including J.D. Power Customer Service Certification for more than 5 years. We proudly give back to local nonprofit organizations in Salt Lake by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support. Excellent grammar and composition skills Excellent written and oral communications skills Preferred candidates will possess a Bachelor's degree in Finance, Economics, English/Communications or a related discipline; work experience considered in lieu of these degrees Preferred candidates have knowledge and some level of expertise in the brokerage industry or banking operations Strong initiative and drive Proficiency in Microsoft Word and Outlook programs Proven ability to work effectively with all levels of employees Exceptional phone presentation skills Able to perform efficiently in a fast-paced, changing environment while handling a wide variety of tasks Strong organizational skills, attention to detail, and excellent follow-up skills Ability to be self-motivated and succeed in a team atmosphere. 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. 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: 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. 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). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste into your browser. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. #J-18808-Ljbffr 474 MS Services Group, Inc.

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Client Relations Associate in Salt Lake City, UT vacancy
  •  ...commitment to delivering a high-quality client experience. Our team operates within a flat...  ...and client‑focused Client Service Ops Associate to support our Client Services team....  ...Bachelor’s degree in finance, business, or a related field—or equivalent relevant experience.... 
    Suggested

    Alta Capital Management

    Salt Lake City, UT
    3 days ago
  •  ...service-minded champion, we are hiring Financial Customer Associates (FCA) in our Salt Lake City site. In this full-time position...  ...customer calls and progress to more sophisticated calls related to our clients 401K plans. In the subsequent months, you will continue... 
    Suggested
    Hourly pay
    Full time
    Work at office
    Monday to Friday
    Shift work

    Fidelity Investments

    Salt Lake City, UT
    5 days ago
  • Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth...  ...the client and/or FA/PWA Answering general non-investment related questions concerning client accounts, including relaying... 
    Suggested
    Work at office
    Local area
    Work visa

    Morgan Stanley

    Salt Lake City, UT
    4 days ago
  •  ...delivers strategic financial guidance and a highly personalized client experience. Small yet mighty, we work collectively as a team to...  .... As we continue to grow, we are seeking a Registered Client Associate who understands the needs of the business, is passionate about... 
    Suggested
    For contractors
    Work at office

    Raymond James

    Salt Lake City, UT
    4 days ago
  •  ...delivers strategic financial guidance and a highly personalized client experience. Small yet mighty, we work collectively as a team to...  ...the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond... 
    Suggested
    For contractors
    Work experience placement
    Work at office

    Raymond James Financial, Inc.

    Salt Lake City, UT
    5 days ago
  •  ...most important people decisions. We help clients build better workplaces, where people...  ...think of Gallagher. Overview As the Client Associate you will develop industry knowledge and...  ...knowledge, skills and abilities to make client-related decisions independently. How you'll make... 
    Work at office
    Local area
    Shift work

    Arthur J. Gallagher & Co. (AJG)

    Midvale, UT
    5 days ago
  •  ...role for professionals who want purpose, flexibility, and earning potential. AO Globe Life is growing and looking for Client Services Associates who can deliver an excellent experience to individuals and families seeking insurance information. You will work with warm... 
    Hourly pay
    Full time
    For contractors
    Local area
    Remote work
    Work from home

    AIL

    Salt Lake City, UT
    18 days ago
  • $65k - $75k

     ...aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments...  ...encouraging the client relationship, as well as performing all related administrative functions. If you have outstanding client... 

    Edelman Financial Engines, LLC

    Salt Lake City, UT
    20 days ago
  •  ...calls and supporting Fidelity’s valued clients. You will develop skills to assist with...  ...creating more inclusive experiences for our associates, customers, and our community.Our...  ...governing securities, investment and retirement-related financial activities and the rules and... 
    Full time

    Fidelity Investments

    Salt Lake City, UT
    2 days ago
  •  ...closing matters. Form and organize business entities and prepare related agreements. Advise on entity structure, governance, and...  ...legal risks and provide practical solutions. Collaborate with clients' financial advisors and other professionals. Deliver exceptional... 

    BCG Attorney Search

    Salt Lake City, UT
    1 day ago
  •  ...recommendations on a variety of legal issues. Counsels internal clients on legal rights, obligations, risks, and compliance. Reviews...  ...contracts. Provides legal support to Human Resources on employment-related matters, including review of policies, agreements, disciplinary... 
    Contract work
    Work at office
    3 days per week

    Utah Associated Municipal Power Systems

    Salt Lake City, UT
    2 days ago
  • $125k - $185k

     ...wealth and legal environment serving high- and ultra-high-net-worth clients on meaningful estate planning matters. Work closely with...  ..., including drafting or supporting trusts, wills, and related planning documents. About Us We are a well-established... 
    Full time
    Work at office

    Orion Placement

    Salt Lake City, UT
    3 days ago
  •  ...pleadings, and other legal documents with precision. Represent clients in hearings, mediations, and trials. Contribute to a...  ...Opportunity to work on high-impact cases across domestic and related areas of law. Collaborative environment with significant professional... 

    Hire Integrated

    Salt Lake City, UT
    5 days ago
  • $160k - $210k

     ...court appearances, depositions, and case-related travel. Attorneys have autonomy over...  ...matters with skill, professionalism, and a client-centered approach. Our attorneys work in...  ...strategic evaluation Collaborate with associates, paralegals, and trial attorneys on case... 
    Full time
    Work at office

    Orion Placement

    Salt Lake City, UT
    2 days ago
  • $150k - $175k

     ...experience practicing law Meaningful experience handling commercial litigation matters and preferably employment litigation and labor relations matters Fluency with commercial contracts, non-disclosure agreements, real estate transactions, leasing, and other... 
    Contract work
    Private practice
    Work at office
    Local area
    Remote work
    2 days per week

    SLC General Office - Main | SLSGO

    Salt Lake City, UT
    1 day ago
  • $120k - $150k

     ...operational and marketing support. Receive a steady flow of quality clients so you can focus on practicing law instead of constantly...  ...matters including divorce, custody, support, modifications, and related disputes. Manage cases from intake through resolution. Conduct... 
    Work at office

    Orionplacement

    Salt Lake City, UT
    3 days ago
  •  ...A law firm seeks a Labor and Employment Associate to join its Salt Lake City, UT office. The...  ...practice law in Utah. Duties Represent clients in labor and employment litigation....  ...matters. Draft and review legal documents related to labor law. Negotiate labor contracts... 
    Work at office
    Flexible hours

    BCG Attorney Search

    Salt Lake City, UT
    4 days ago
  •  ...success at trial, especially in high-exposure cases related to healthcare law. Our attorneys assert a client-centric mindset that guides each case, while...  ...law. This attorney will work with small teams of associates and paralegals, led by seasoned trial attorneys with... 
    Full time
    Temporary work
    Work at office
    Relocation package

    Hall Prangle LLC

    Salt Lake City, UT
    4 days ago
  •  ...City Metropolitan Area. The successful candidate will work with clients on estate planning, trust administration, and probate matters,...  ...strategies. Draft and review wills, trusts, powers of attorney, and related documents. Handle probate matters from opening the estate... 

    BCG Attorney Search

    Salt Lake City, UT
    5 days ago
  •  ...alignment with business commitments. Assist in resolving contract-related questions, disputes, and compliance issues in collaboration...  ..., including but not limited to, the role being offered, the associated responsibilities, the candidate's prior work experience,... 
    Contract work
    Work experience placement
    Flexible hours

    Packsize

    Salt Lake City, UT
    1 day ago
  • $115k - $150k

     ...their billable work through an established client base and independent referral network....  ...star reviews. Performs other job-related duties as assigned. Qualifications Excellent...  ...Juris Doctor degree from an American Bar Association accredited law school. Admission (or eligibility... 

    Gravis Law, PLLC

    Salt Lake City, UT
    1 day ago
  •  ...Crime Victim Advocates are subject to being on call and/or called out to an active crime scene. Knowledge of local and state laws relating to domestic violence, dating violence, stalking and IPV is necessary to fulfill job duties. The Victim Advocate will work under... 
    Full time
    Part time
    Work experience placement
    Work at office
    Local area
    Monday to Friday
    Shift work
    Weekend work

    University of Utah

    Salt Lake City, UT
    8 hours ago
  •  ...multiple settings. ~2+ years healthcare related experience. ~ Experience working with...  ...during interactions with patients and clients. Computer proficiencyutilizing MS Office...  ...from a licensed American Heart Association or American Red Cross training facility... 
    Remote work

    Somatus

    Salt Lake City, UT
    4 days ago
  •  ...industrial, commercial, and institutional clients, including Fortune 500 companies and...  ...commercial transactions and other contract-related matters, ensuring compliance with legal...  ...Identify and mitigate potential legal risks associated with contractual agreements.... 
    Contract work
    Work at office
    Local area

    Kelso Industries

    Salt Lake City, UT
    3 days ago
  •  ...legal research, analysis, and project support on a wide variety of client issues including intellectual property, student affairs,...  ...law.Provides timely response to all inquiries.Performs other job-related duties as assigned.KSAsSound independent judgment and professional... 
    Full time
    Work at office
    Flexible hours

    Western Governors University

    Salt Lake City, UT
    13 minutes ago
  •  ...collaborating effectively across teams and delivering exceptional client service. If you are someone who demonstrates initiative,...  ...policy issues. Key ResponsibilitiesUnderstands legal conflicts, related ethical rules, current developments and requirements to properly... 
    Full time
    Work at office

    Greenberg Traurig LLP

    Salt Lake City, UT
    3 days ago
  •  ...and responds to potential legal claims under the supervision of senior attorneys.Responds timely to all inquiries.Performs other job-related duties as assigned.Job Description Disclaimer: This position description provides the major duties/responsibilities, requirements... 
    Full time
    Contract work
    Work at office
    Flexible hours

    Western Governors University

    Salt Lake City, UT
    3 days ago
  • $125k - $150k

    Description Job Title: Associate Corporate Counsel Classification: Exempt We are looking for an in-house lawyer to be part of our...  ...Base pay offered may vary depending on skills, experience, job-related knowledge, and location. ~ This position is bonus eligible... 
    Contract work
    Private practice
    Work at office
    Local area
    Remote work
    2 days per week

    Alsco

    Salt Lake City, UT
    3 days ago
  •  ...possess a strong technical understanding of integrated circuits and related innovations, and will be adept at managing multiple matters...  ...prosecution matters with minimal supervision. Engage in direct client communications and interactions. Conduct detailed analysis and... 

    BCG Attorney Search

    Salt Lake City, UT
    5 days ago
  • $125k - $150k

     ...Description Job Title: Associate Corporate Counsel Classification: Exempt We are looking for an in-house lawyer to be part of our growing...  ...Base pay offered may vary depending on skills, experience, job-related knowledge, and location. This position is bonus eligible with a... 
    Contract work
    Private practice
    Work at office
    Local area
    Remote work
    2 days per week

    Alsco

    Salt Lake City, UT
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Relations Associate. Be the first to apply!