Client Service Representative

  • Shareworks by Morgan Stanley
  • San Francisco, 94105
  • Jul 24, 2019
Full time Consultant Customer Service Entry Level Other

Job Description

Our employees have helped us get to where we are today; and as we continue to scale towards being the incomparable leader in our industry, we are looking for a Client Service Representative – Private Markets to help write the next chapter with us.  

Located in the private markets hotbed of San Francisco, California the Client Service Representative, Private Markets is responsible for providing world-class customer service, solutions and support to senior-level decision makers at our Private Market client companies. We’re looking for teammates with a strong entrepreneurial spirit, a great sense of humor and the willingness to do what it takes to help get the job done!


  • Provide world-class customer service, solutions and support to senior-level decision makers at our client companies
  • Proactively identify potential issues and work with team members and other internal stakeholders to find solutions
  • Track and manage open issues identified by customers or monitoring tools, escalating as appropriate to ensure resolution and customer satisfaction
  • Test fixes to issues, and stay involved in any additional follow ups, testing and troubleshooting
  • Appropriate referral for billable services
  • Populate intranet systems with relevant support content


  • Associate’s or Bachelor’s degree in Business, Commerce or a related field
  • Minimum 2 years related experience and/or training
  • Proven success with and a passion for providing exceptional customer service
  • Proven ability to translate complex concepts into layman’s terms and relay this information to a variety of audiences
  • Certified Equity Professional (CEP) program completion is an asset, but definitely not required
  • Demonstrated ability to read and interpret a variety of documentation, including general business and professional articles, governmental regulations, technical instructions in mathematical or diagram form and deal with abstract and concrete variables
  • Proven strength with business-related communication including: probability, statistical inference, fractions, percentages, ratios, proportions, developing and delivering presentations, writing reports and creating procedure documentation
  • Strong analytical, attention-to-detail, and problem-solving skills
  • Comfortable working in a fast-paced and evolving environment which includes ongoing learning and training opportunities