Client Relations Associate

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.

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:

We…