Receptionist

About the position

The Receptionist at Morgan Stanley serves as the first point of contact for clients and visitors at the branch. This role involves answering general inquiries, directing clients to the appropriate personnel, and supporting various operational functions within the Wealth Management sector. The position offers an opportunity to learn about the firm's Wealth Management business while providing excellent customer service.

Responsibilities

• Greet clients and visitors to the office with warmth and professionalism, guiding them to the proper personnel.
• Answer incoming calls in a 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.

Requirements

• High school diploma or equivalent preferred.
• 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).