Client Service Associate

Morgan Stanley UK

Longview, United States
On-site
Client relationship management
Processing client requests
Onboarding and maintaining client accounts
Morgan Stanley UK is seeking a Client Service Associate in Longview, United States, to enhance client relationships and assist in business growth. The role requires strong interpersonal skills, attention to detail, and a willingness to obtain necessary certifications

Job Summary

  • Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.
  • This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
  • 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.

Matching Summary

Match Score: 85

Morgan Stanley UK is seeking a Client Service Associate in Longview, United States, to enhance client relationships and assist in business growth. The role requires strong interpersonal skills, attention to detail, and a willingness to obtain necessary certifications.

Skills & Requirements

Must-have

  • Client relationship management
  • Processing client requests
  • Onboarding and maintaining client accounts
  • Partnering with Financial Advisors
  • Marketing material maintenance
  • Administrative support for Financial Advisors

Nice-to-have

  • Elevated standard of care
  • Utilizing firm capabilities
  • Engaging in training programs
  • Seeking peer sharing opportunities

Key Requirements

  • High School Diploma/Equivalency
  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Strong computer skills
  • Exceptional writing, interpersonal and client service skills
  • Detail orientated with superior organizational skills
  • Ability to work in a fast-paced, evolving environment

Work Rights

Not specified

Tailored Resume

Cover Letter