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Client Service Associate - Adelaide

Morgan Stanley

About The Company Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. With offices in more than 43 countries the people of Morgan Stanley are dedicated to providing our clients the finest thinking, product and services to help them achieve even the most challenging goals. About The Opportunity A key function of the Client Service Associate's role is the ability to deal confidently with Financial Advisers (FAs) and their clients in a high volume, time critical environment.

To be successful in this role you will need to have a high attention to detail and should be able to prioritise your work accordingly and work well under pressure. CSAs work closely as a team and will often be required to assist the broader office and CSA population. Key Responsbilities: • Facilitation of all administrative client queries • Client on-boarding, including preparation of account documentation, creation of client record in MSWM systems.

• Arrange and assist with maintenance of client account and records, in line with current AML/CTF, KYC Regulations • IPO and corporate action allocation management • Preparation of client valuations, asset allocations and reporting as required • Arrange and assist in client asset transfers, including cash, both domestically and internationally - CHESS sponsorship, off-market, broker to broker and issuer to CHESS transfers • Process and monitor stock settlements, including follow up with clients regarding outstanding funds • Prioritise Financial Adviser and client requests in a fast-paced environment • Participate in department cross-training as required • Participate in process development initiatives to increase efficiencies • Proactively notify clients and Financial Advisers of any issues recommending a solution and timeframe • Comply with the ethical standards contained within the Company Code of Conduct • Adhere to Company policies and procedures, regulatory and legislative requirements Experience/Skills Required: • High attention to detail • Strong literacy and numeracy ability • Good knowledge of Microsoft Office Suite • Strong organisational skills • Knowledge of financial advice process, markets and industry preferred but not essential • Excellent communication skills both verbal and written • Display a high level of resilience and strong ability to prioritise tasks • Goal-oriented with demonstrated drive and initiative • Experience within a similar role preferred • Administration experience preferred • Experience within wealth management or financial planning preferred but not essential Equal Opportunity Statement Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section.


Date28 July 2022

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