Receptionist

Receptionists are the first point of contact for clients and others visiting the branch or calling into the branch. The Receptionist must be able to answer general questions and direct clients to the appropriate party when needed. In this role, you will also have the opportunity to expand your knowledge of the firm’s Wealth Management business as you build your career in the organization.

DUTIES and RESPONSIBILITIES:

• Greet clients and visitors to the office with warmth and professionalism, guiding them to the proper personnel 

• Answer incoming calls in cordial, professional and timely manner, transferring calls to appropriate individuals

• Maintain call logs and take accurate, thorough messages that are received 

• Handle general inquiries, following the firm’s policies and procedures

• Perform other responsibilities as directed by the Complex / Branch Manager such as filing, restocking and ordering branch supplies, maintaining office pantry, facilities support, scheduling branch meetings, etc.

• Provide coverage/support for various operations functions if/as needed such as mail services and document and deposit scanning 

MINIMUM QUALIFICATIONS

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

• High school diploma or equivalent preferred

Knowledge/Skills

• Professional call etiquette 

• Knowledge of telephone equipment is preferred

• Basic computer skills, including Microsoft Office products

• Ability to communicate with colleagues and clients

• Dedication to customer service

• Ability to work in a fast-paced, evolving environment

• Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Reports to:

• Service Manager

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.

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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).