Customer Service Associate

Position Details – Customer Service Associate
Role: Customer Service Associate
Location: 680 West 10000 South, South Jordan, UT 84095 (Role will start onsite for training After training: Hybrid (2 days remote / 3 days onsite per week).
Pay Rate: $22.22/hr
Contract Length: 12 Months (extension or conversion to full-time based on performance, attendance, and business needs)
Interview Process: 1 round via Zoom
Shift: Standard Business Hours

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Company Overview
Morgan Stanley is a leading global financial services firm providing investment banking, securities, investment management, and wealth management services. With employees across more than 1,200 offices in 43 countries, the firm is committed to client-first values, community investment, and a strong culture of integrity and professional growth.

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Team Profile

• The Annuity & Insurance Operations group within the Morgan Stanley Service Network (MSSN) supports financial advisors and branch employees with:
• Insurance licensing
• Product training and education
• Order entry support
• Insurance policy maintenance
• The team is responsible for providing high-quality operational and customer service support, ensuring effective use of systems, policies, and procedures.

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Primary Responsibilities

• Establish and maintain effective client relationships to deliver world-class service.
• Handle inquiries by phone and case management related to Insurance Licensing, Order Desk, and Policy Services.
• Utilize online resources and tools to provide information and resolve issues, ensuring service quality and one-call resolution.
• Route processing requests to appropriate teams and escalate inquiries as needed.
• Meet team and department service goals as established by MSSN management.

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Required Skills & Qualifications

• Minimum 2 years’ experience, including 6–12 months in a call center or phone-based role.
• Excellent listening, written, and verbal communication skills.
• Strong desire to learn insurance operations and develop subject matter expertise.
• Quick learner with ability to apply knowledge to new situations.
• Strong client relationship management skills.
• Problem-solving ability with creative solutions.
• Skilled in handling difficult interactions and diffusing potential issues.
• Strong multitasking abilities.

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Additional Information

• Candidates must successfully pass a 7-year background check and fingerprinting.
• Employment and education history will be verified (documents such as diplomas, W-2s, or paystubs may be required). 
  
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