Customer Support/Account Rep – Sr
Work Location: 4343 Easton Commons, Columbus, Ohio 43219
Duration: 4 months
Pay RATE: $19.17
The Advisory Operations Associate will serve as a subject matter expert and point of contact for Morgan Stanley branch personnel in regards to Advisory account opening, maintenance, and billing. The associate will explain various policies and procedures as well as assist with navigation of the firm's systems as well as process branch personnel requests. Inquiries and processing request include, but are not limited to, Advisory account opening, adjusting the client's advisory fee rate, the firm’s standard floor and support levels, linking client accounts for billing purposes, modifying a debit account, and various advisory policies that affect commissions. In addition to being the Advisory point of contact, the Advisory Operations Associate will work with Advisory Operations on researching exception reports and will assist in Advisory Project Related work.