Base: $34,320 - $90,000 py; bonus/equity: not spec...
Client relationship management
Processing client requests
Onboarding and maintaining client accounts
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care
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.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.
Matching Summary
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.
Salary
Base: $34,320 - $90,000 per year; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Client relationship management
Processing client requests
Onboarding and maintaining client accounts
Financial Advisor support
Digital and social media platforms
Nice-to-have
Collaborating with Financial Advisors
Peer sharing and collaboration
Goal oriented and self-motivated
Ability to work in a fast-paced environment
Key Requirements
Registered or Non-Registered Client Services Associate
Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required for Registered roles
Two or more years of industry experience preferred