Client Service Associate

Morgan Stanley UK

Geneva, Switzerland
Base: $34,320 - $90,000 py; bonus/equity: not spec...
Client relationship management
Money movement transactions
Digital tools enrollment
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis

Job Summary

  • Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
  • Responsibilities include executing money movement transactions, answering general non-investment related questions, and managing calendars and travel itineraries.
  • Morgan Stanley offers an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered, with attractive and comprehensive employee benefits.

Matching Summary

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.

Salary

Base: $34,320 - $90,000 per year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Money movement transactions
  • Digital tools enrollment
  • Inbound and outbound calls
  • Calendar and meeting management

Nice-to-have

  • Client first mindset
  • Collaborative team player
  • Adaptable to change
  • Goal-oriented and results driven

Key Requirements

  • High School Diploma/Equivalency
  • Willingness to obtain Series 7, Series 66 or Series 63 and Series 65
  • Advanced Microsoft Office skills
  • Exceptional interpersonal and client service skills

Work Rights

Not specified

Tailored Resume

Cover Letter