Client Service Associate

Morgan Stanley

San Jose, CA, United States
Base: $34,320.00 - $90,000.00; bonus/equity: not s...
Strong interpersonal skills
Detail oriented
Advanced microsoft office skills
Client Service Associates provide exceptional service to clients and support Financial Advisors daily

Job Summary

  • Client Service Associates provide exceptional service to clients and support Financial Advisors daily.
  • Successful candidates will assist clients with their everyday needs and build trusted relationships.
  • Morgan Stanley offers comprehensive employee benefits and opportunities for career growth.

Matching Summary

Client Service Associates provide exceptional service to clients and support Financial Advisors daily.

Salary

Base: $34,320.00 - $90,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Strong interpersonal skills
  • Detail oriented
  • Advanced Microsoft Office skills

Nice-to-have

  • Team player
  • Adaptable to fast-paced environment
  • Goal oriented and self-motivated

Key Requirements

  • High School Diploma/Equivalency
  • Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65

Work Rights

Not specified

Tailored Resume

Cover Letter