Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular interactions
Job Summary
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular interactions.
Responsibilities include executing money movement transactions, answering general account questions, assisting with digital tools, and managing calendars and travel itineraries.
Morgan Stanley offers an environment where employees are supported and empowered, with opportunities for growth and comprehensive benefits.
Matching Summary
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular interactions.
Skills & Requirements
Must-have
Exceptional client service skills
Strong interpersonal skills
Microsoft Office proficiency
Detail-oriented and organized
Ability to multitask
Nice-to-have
Client-first mindset
Collaborative team player
Adaptable to change
Goal-oriented and self-motivated
Key Requirements
High School Diploma/Equivalency
Willingness to obtain Series 7 and Series 66/63/65